+86.2%
SU vs ZBH
+11.3%
+74.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +13.5% | -18.0% | -2.7% |
| 7D | -7.1% | +14.3% | -21.4% | -5.2% |
| 30D | +4.8% | +20.3% | -15.5% | +7.4% |
| 3M | +12.5% | +15.3% | -2.8% | +15.0% |
| 6M | +6.5% | +33.9% | -27.5% | +10.7% |
| YTD | +65.8% | +23.5% | +42.3% | +71.3% |
| 1Y | +86.2% | +7.9% | +78.3% | +87.4% |
| All | +86.2% | +11.3% | +74.8% | +87.4% |
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 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