-29.5%
ZBH vs IBB
+20.0%
-49.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.8% |
| 7D | -4.9% | -3.9% | -1.0% | -3.3% |
| 30D | -3.2% | +2.7% | -6.0% | -4.5% |
| 3M | +5.8% | +21.4% | -15.5% | -2.8% |
| 6M | +2.0% | +20.1% | -18.1% | -6.1% |
| YTD | +5.8% | +21.9% | -16.1% | -3.5% |
| 1Y | -7.9% | +44.1% | -52.1% | -22.4% |
| 3Y | -19.4% | +63.4% | -82.7% | -36.8% |
| 5Y | -29.5% | +19.8% | -49.3% | -40.7% |
| All | -29.5% | +20.0% | -49.5% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling