+218.5%
SIMO vs ZBH
+5.6%
+212.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -2.0% |
| 7D | -16.0% | +10.6% | -26.6% | -13.2% |
| 30D | -35.8% | +20.4% | -56.1% | -32.0% |
| 3M | -26.5% | +10.0% | -36.5% | -23.5% |
| 6M | -33.0% | +31.0% | -64.1% | -28.6% |
| YTD | +84.3% | +20.3% | +64.0% | +96.4% |
| 1Y | +82.0% | +22.2% | +59.7% | +93.8% |
| 3Y | +218.5% | +4.7% | +213.8% | +238.1% |
| All | +218.5% | +5.6% | +212.9% | +238.1% |
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