+123.8%
STX vs ZBH
+11.3%
+112.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +13.5% | -21.6% | -1.1% |
| 7D | -20.2% | +14.3% | -34.5% | -13.7% |
| 30D | -37.2% | +20.3% | -57.5% | -30.2% |
| 3M | -34.1% | +15.3% | -49.3% | -28.0% |
| 6M | -24.5% | +33.9% | -58.4% | -11.9% |
| YTD | +102.9% | +23.5% | +79.5% | +138.2% |
| 1Y | +123.8% | +7.9% | +115.9% | +150.0% |
| All | +123.8% | +11.3% | +112.5% | +150.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling