+35,936.3%
STRL vs ZBH
+287.8%
+35,648.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.9% | +6.6% | +6.0% |
| 7D | +3.4% | -2.8% | +6.2% | +4.4% |
| 30D | -9.2% | -0.1% | -9.2% | -9.4% |
| 3M | -51.0% | +13.4% | -64.5% | -53.8% |
| 6M | +15.8% | +3.0% | +12.8% | +12.8% |
| YTD | +58.9% | +9.7% | +49.2% | +50.9% |
| 1Y | +68.5% | -5.4% | +73.9% | +66.5% |
| 3Y | +485.2% | -15.6% | +500.8% | +486.3% |
| 5Y | +2,005.1% | -28.1% | +2,033.2% | +2,106.7% |
| 10Y | +7,118.0% | -15.2% | +7,133.2% | +6,763.8% |
| All | +35,936.3% | +287.8% | +35,648.5% | +22,905.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling