+15.2%
ZBH vs WCC
+22.3%
-7.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -1.3% |
| 7D | -2.3% | +9.9% | -12.2% | -2.2% |
| 30D | +12.5% | -8.4% | +20.9% | +12.2% |
| 3M | +3.9% | -10.3% | +14.3% | +3.7% |
| 6M | +25.4% | -10.5% | +35.9% | +25.4% |
| YTD | +15.7% | +32.2% | -16.5% | +3.1% |
| 1Y | +15.2% | +25.5% | -10.4% | +4.3% |
| All | +15.2% | +22.3% | -7.2% | +4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling