-17.4%
ZBH vs WCC
+541.6%
-559.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.7% | -2.6% | +0.3% |
| 7D | -4.7% | +1.5% | -6.2% | -5.0% |
| 30D | -4.5% | -2.1% | -2.4% | -4.3% |
| 3M | +7.6% | +3.8% | +3.8% | +5.6% |
| 6M | +0.3% | +35.0% | -34.7% | -8.3% |
| YTD | +4.5% | +46.4% | -41.8% | -6.7% |
| 1Y | -9.4% | +63.0% | -72.4% | -21.8% |
| 3Y | -21.5% | +133.9% | -155.4% | -42.0% |
| 5Y | -28.4% | +226.5% | -254.9% | -54.7% |
| All | -17.4% | +541.6% | -559.0% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded WCC 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling