-59.0%
SKUU vs ZBH
+20.4%
-79.4%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +13.5% | -23.8% | +8.2% |
| 7D | -25.6% | +14.3% | -39.9% | -9.9% |
| 30D | -49.6% | +20.3% | -69.9% | -31.5% |
| 3M | -26.8% | +15.3% | -42.1% | -10.4% |
| All | -59.0% | +20.4% | -79.4% | -32.3% |
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 · Available span rolling