-20.5%
ZBH vs WCC
+129.2%
-149.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.5% |
| 7D | -4.9% | +6.8% | -11.7% | -5.5% |
| 30D | -3.2% | -3.0% | -0.2% | -3.1% |
| 3M | +5.8% | +0.2% | +5.6% | +5.6% |
| 6M | +2.0% | +33.2% | -31.2% | -1.7% |
| YTD | +5.8% | +45.8% | -40.0% | +0.9% |
| 1Y | -7.9% | +68.4% | -76.3% | -13.6% |
| All | -20.5% | +129.2% | -149.8% | -30.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling