+519.9%
STRL vs ZBH
-16.2%
+536.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.9% | +6.6% | +5.7% |
| 7D | +3.4% | -2.8% | +6.2% | +3.1% |
| 30D | -9.2% | -0.1% | -9.2% | -9.2% |
| 3M | -51.0% | +13.4% | -64.5% | -50.7% |
| 6M | +15.8% | +3.0% | +12.8% | +16.5% |
| YTD | +58.9% | +9.7% | +49.2% | +60.5% |
| 1Y | +68.5% | -5.4% | +73.9% | +69.6% |
| All | +519.9% | -16.2% | +536.1% | +543.2% |
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 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