+3,877.1%
STRL vs ZBH
+20.1%
+3,857.0%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.8% | +4.9% |
| 7D | +7.1% | -2.4% | +9.6% | +8.0% |
| 30D | -39.4% | +16.6% | -56.0% | -42.5% |
| 3M | -43.0% | +10.8% | -53.8% | -45.4% |
| 6M | -65.0% | +35.8% | -100.8% | -69.2% |
| YTD | -0.8% | +20.5% | -21.3% | -9.1% |
| 1Y | -20.3% | +22.7% | -43.0% | -27.5% |
| 3Y | +356.5% | +4.9% | +351.6% | +318.9% |
| 5Y | +952.8% | -12.8% | +965.6% | +933.0% |
| 10Y | +3,877.1% | +22.7% | +3,854.4% | +3,133.0% |
| All | +3,877.1% | +20.1% | +3,857.0% | +3,133.0% |
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