+2,133.0%
STRL vs ZBH
-30.7%
+2,163.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.9% | +7.2% | +3.6% |
| 7D | +10.1% | -5.2% | +15.3% | +10.7% |
| 30D | -8.2% | -2.4% | -5.8% | -8.1% |
| 3M | -43.7% | +8.3% | -51.9% | -44.8% |
| 6M | +27.1% | +0.7% | +26.4% | +26.3% |
| YTD | +64.0% | +5.3% | +58.6% | +61.5% |
| 1Y | +75.2% | -9.1% | +84.2% | +76.3% |
| 3Y | +539.9% | -19.7% | +559.6% | +560.2% |
| 5Y | +2,133.0% | -31.3% | +2,164.3% | +2,105.6% |
| All | +2,133.0% | -30.7% | +2,163.7% | +2,105.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling