-2.7%
SMCI vs ZBH
-5.6%
+2.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +4.6% |
| 7D | +6.8% | -2.8% | +9.6% | +7.1% |
| 30D | +30.6% | -0.1% | +30.7% | +30.5% |
| 3M | -15.6% | +13.4% | -29.0% | -18.3% |
| 6M | +21.3% | +3.0% | +18.3% | +21.4% |
| YTD | +35.3% | +9.7% | +25.6% | +31.8% |
| 1Y | -2.7% | -5.4% | +2.7% | +3.2% |
| All | -2.7% | -5.6% | +2.9% | +3.2% |
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 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