+322.4%
ZBH vs IBB
+729.7%
-407.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.1% |
| 7D | -2.4% | -1.4% | -1.1% | -1.8% |
| 30D | +16.6% | +6.8% | +9.8% | +13.1% |
| 3M | +10.8% | +9.2% | +1.6% | +6.0% |
| 6M | +35.8% | +28.3% | +7.4% | +20.1% |
| YTD | +20.5% | +29.4% | -8.9% | +5.9% |
| 1Y | +22.7% | +33.2% | -10.4% | +6.4% |
| 3Y | +4.9% | +90.2% | -85.3% | -24.2% |
| 5Y | -12.8% | +44.0% | -56.8% | -29.1% |
| 10Y | +22.7% | +133.1% | -110.4% | -22.1% |
| All | +322.4% | +729.7% | -407.3% | +25.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling