-15.3%
ZBH vs WU
-43.8%
+28.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.6% | -1.7% |
| 7D | -2.3% | -2.0% | -0.2% | -1.7% |
| 30D | +12.5% | +11.4% | +1.1% | +9.3% |
| 3M | +3.9% | -6.8% | +10.7% | +5.5% |
| 6M | +25.4% | -14.6% | +40.1% | +29.2% |
| YTD | +15.7% | -20.6% | +36.3% | +21.4% |
| 1Y | +15.2% | -15.4% | +30.5% | +18.6% |
| 3Y | +0.3% | -23.6% | +24.0% | +4.9% |
| All | -15.3% | -43.8% | +28.5% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling