+4,344.1%
SMCI vs ZBH
+28.1%
+4,315.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.5% |
| 7D | +5.2% | -4.9% | +10.1% | +7.5% |
| 30D | +23.7% | -3.2% | +27.0% | +25.3% |
| 3M | -4.2% | +5.8% | -10.0% | -7.8% |
| 6M | +21.7% | +2.0% | +19.8% | +18.7% |
| YTD | +33.0% | +5.8% | +27.2% | +27.0% |
| 1Y | -9.3% | -7.9% | -1.4% | -8.1% |
| 3Y | +38.7% | -19.4% | +58.1% | +43.3% |
| 5Y | +967.2% | -29.5% | +996.7% | +1,052.0% |
| 10Y | +1,745.9% | -15.5% | +1,761.4% | +1,568.4% |
| All | +4,344.1% | +28.1% | +4,315.9% | +2,541.9% |
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