+350.4%
STX vs ZBH
-9.5%
+359.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.4% | -3.8% |
| 7D | +8.0% | -6.6% | +14.5% | +4.5% |
| 30D | +5.1% | -4.9% | +10.0% | +2.7% |
| 3M | +5.8% | +5.1% | +0.6% | +9.3% |
| 6M | +124.9% | +1.3% | +123.6% | +133.6% |
| YTD | +213.9% | +3.4% | +210.5% | +231.7% |
| 1Y | +350.4% | -8.7% | +359.1% | +364.6% |
| All | +350.4% | -9.5% | +359.9% | +364.6% |
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 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