+340.6%
STRL vs ZBH
-0.3%
+341.0%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -3.4% |
| 7D | +15.7% | -2.3% | +17.9% | +14.9% |
| 30D | -35.5% | +12.5% | -47.9% | -32.8% |
| 3M | -47.1% | +3.9% | -51.1% | -45.5% |
| 6M | -65.8% | +25.4% | -91.2% | -64.2% |
| YTD | -4.5% | +15.7% | -20.2% | +0.2% |
| 1Y | -10.5% | +15.2% | -25.7% | -5.9% |
| 3Y | +340.6% | +0.3% | +340.3% | +357.0% |
| All | +340.6% | -0.3% | +341.0% | +357.0% |
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 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