+102.4%
STX vs ZBH
+16.6%
+85.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -3.6% |
| 7D | +14.6% | -2.3% | +16.9% | +13.5% |
| 30D | -26.0% | +12.5% | -38.4% | -20.8% |
| 3M | -42.6% | +3.9% | -46.5% | -40.6% |
| 6M | -35.3% | +25.4% | -60.7% | -29.3% |
| YTD | +92.5% | +15.7% | +76.8% | +118.3% |
| 1Y | +102.4% | +15.2% | +87.2% | +129.3% |
| All | +102.4% | +16.6% | +85.8% | +129.3% |
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