+260.6%
SNDU vs ZBH
+4.9%
+255.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.9% | +24.5% | +22.5% |
| 7D | +35.2% | -2.8% | +38.0% | +30.8% |
| 30D | +50.8% | -0.1% | +50.9% | +50.7% |
| 3M | -43.2% | +13.4% | -56.6% | -34.9% |
| All | +260.6% | +4.9% | +255.7% | +398.2% |
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 · Available span rolling