+1,770.3%
SMCI vs ZBH
-16.2%
+1,786.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.1% | +6.9% |
| 7D | +1.3% | -4.7% | +6.0% | +2.9% |
| 30D | +6.6% | -4.5% | +11.1% | +8.1% |
| 3M | +25.4% | +7.6% | +17.9% | +21.0% |
| 6M | +26.1% | +0.3% | +25.9% | +24.7% |
| YTD | +37.0% | +4.5% | +32.5% | +33.1% |
| 1Y | -8.8% | -9.4% | +0.6% | -7.0% |
| 3Y | +44.6% | -21.5% | +66.1% | +51.1% |
| 5Y | +995.9% | -28.4% | +1,024.3% | +1,062.1% |
| All | +1,770.3% | -16.2% | +1,786.5% | +1,676.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling