+235.5%
SIMO vs ZBH
-8.1%
+243.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +2.3% |
| 7D | +14.5% | -4.9% | +19.4% | +11.7% |
| 30D | +20.4% | -3.2% | +23.7% | +18.5% |
| 3M | +7.1% | +5.8% | +1.3% | +11.3% |
| 6M | +129.2% | +2.0% | +127.3% | +142.4% |
| YTD | +201.9% | +5.8% | +196.2% | +220.1% |
| 1Y | +235.5% | -7.9% | +243.4% | +251.0% |
| All | +235.5% | -8.1% | +243.6% | +251.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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