+3,365.1%
SIMO vs ZBH
+48.0%
+3,317.0%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.9% | +9.6% | +9.0% |
| 7D | +4.2% | -2.8% | +7.0% | +5.4% |
| 30D | +4.1% | -0.1% | +4.2% | +4.0% |
| 3M | -12.9% | +13.4% | -26.3% | -18.8% |
| 6M | +110.3% | +3.0% | +107.4% | +101.6% |
| YTD | +178.6% | +9.7% | +168.9% | +158.9% |
| 1Y | +220.0% | -5.4% | +225.4% | +213.0% |
| 3Y | +409.0% | -15.6% | +424.6% | +408.3% |
| 5Y | +277.3% | -28.1% | +305.4% | +296.8% |
| 10Y | +506.6% | -15.2% | +521.9% | +429.3% |
| All | +3,365.1% | +48.0% | +3,317.0% | +1,504.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling