+270.9%
ZBH vs TROW
+1,101.3%
-830.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.9% |
| 7D | -4.9% | -1.5% | -3.4% | -4.5% |
| 30D | -3.2% | -5.3% | +2.1% | -1.6% |
| 3M | +5.8% | +2.9% | +2.9% | +4.5% |
| 6M | +2.0% | +22.2% | -20.2% | -4.8% |
| YTD | +5.8% | +8.1% | -2.3% | +2.4% |
| 1Y | -7.9% | +5.8% | -13.7% | -10.4% |
| 3Y | -19.4% | +14.0% | -33.4% | -24.8% |
| 5Y | -29.5% | -38.3% | +8.8% | -21.9% |
| 10Y | -15.5% | +131.7% | -147.2% | -40.0% |
| All | +270.9% | +1,101.3% | -830.4% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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