+452.3%
SIMO vs ZBH
-19.5%
+471.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.9% | +10.1% | +5.5% |
| 7D | +14.6% | -5.2% | +19.8% | +13.7% |
| 30D | +6.2% | -2.4% | +8.6% | +5.9% |
| 3M | +3.6% | +8.3% | -4.7% | +4.6% |
| 6M | +130.8% | +0.7% | +130.1% | +134.9% |
| YTD | +195.8% | +5.3% | +190.4% | +199.7% |
| 1Y | +225.0% | -9.1% | +234.1% | +232.0% |
| 3Y | +452.3% | -19.7% | +472.0% | +489.2% |
| All | +452.3% | -19.5% | +471.8% | +489.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling