+0.3%
ZBH vs WWD
+148.2%
-147.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.3% |
| 7D | -2.3% | +4.0% | -6.2% | -2.5% |
| 30D | +12.5% | +0.4% | +12.1% | +12.3% |
| 3M | +3.9% | -7.9% | +11.8% | +4.3% |
| 6M | +25.4% | -10.6% | +36.1% | +25.9% |
| YTD | +15.7% | +9.4% | +6.3% | +14.6% |
| 1Y | +15.2% | +25.7% | -10.6% | +13.0% |
| 3Y | +0.3% | +148.5% | -148.2% | -7.9% |
| All | +0.3% | +148.2% | -147.8% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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