+44.6%
SMCI vs ZBH
-20.7%
+65.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.1% | +7.2% |
| 7D | +1.3% | -4.7% | +6.0% | +1.5% |
| 30D | +6.6% | -4.5% | +11.1% | +6.8% |
| 3M | +25.4% | +7.6% | +17.9% | +24.1% |
| 6M | +26.1% | +0.3% | +25.9% | +26.0% |
| YTD | +37.0% | +4.5% | +32.5% | +36.2% |
| 1Y | -8.8% | -9.4% | +0.6% | -8.1% |
| 3Y | +44.6% | -21.5% | +66.1% | +54.8% |
| All | +44.6% | -20.7% | +65.3% | +54.8% |
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