+1,972.8%
STX vs ZBH
+17.7%
+1,955.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.8% |
| 7D | +14.6% | -2.3% | +16.9% | +15.2% |
| 30D | -26.0% | +12.5% | -38.4% | -28.0% |
| 3M | -42.6% | +3.9% | -46.5% | -43.4% |
| 6M | -35.3% | +25.4% | -60.7% | -39.7% |
| YTD | +92.5% | +15.7% | +76.8% | +82.2% |
| 1Y | +102.4% | +15.2% | +87.2% | +91.8% |
| 3Y | +673.8% | +0.3% | +673.5% | +640.4% |
| 5Y | +463.1% | -16.1% | +479.1% | +465.1% |
| All | +1,972.8% | +17.7% | +1,955.1% | +1,653.4% |
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