+269.3%
ZBH vs IT
+1,551.6%
-1,282.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -7.4% | +3.5% | -2.1% |
| 7D | -5.2% | -9.1% | +3.9% | -3.0% |
| 30D | -2.4% | -7.0% | +4.6% | -0.9% |
| 3M | +8.3% | +7.6% | +0.6% | +4.7% |
| 6M | +0.7% | +2.1% | -1.5% | -2.1% |
| YTD | +5.3% | -31.6% | +36.9% | +12.4% |
| 1Y | -9.1% | -29.9% | +20.8% | -4.4% |
| 3Y | -19.7% | -51.3% | +31.6% | -9.7% |
| 5Y | -31.3% | -44.8% | +13.5% | -26.7% |
| 10Y | -18.9% | +91.4% | -110.3% | -40.3% |
| All | +269.3% | +1,551.6% | -1,282.2% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded IT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling