+3,343.4%
STX vs ZBH
-16.2%
+3,359.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.9% | -4.0% |
| 7D | -2.3% | -4.7% | +2.4% | -1.3% |
| 30D | -5.5% | -4.5% | -1.0% | -4.7% |
| 3M | -4.3% | +7.6% | -11.9% | -7.1% |
| 6M | +115.6% | +0.3% | +115.3% | +112.5% |
| YTD | +202.2% | +4.5% | +197.7% | +193.5% |
| 1Y | +325.3% | -9.4% | +334.7% | +325.3% |
| 3Y | +1,283.9% | -21.5% | +1,305.4% | +1,324.8% |
| 5Y | +1,048.3% | -28.4% | +1,076.7% | +1,098.8% |
| All | +3,343.4% | -16.2% | +3,359.6% | +3,245.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling