+67.2%
SU vs ZBH
-7.7%
+74.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | 0.0% |
| 7D | +2.2% | -4.7% | +6.9% | +1.8% |
| 30D | +8.4% | -4.5% | +12.9% | +8.0% |
| 3M | +12.1% | +7.6% | +4.5% | +13.1% |
| 6M | +19.7% | +0.3% | +19.4% | +19.5% |
| YTD | +58.4% | +4.5% | +53.9% | +59.6% |
| 1Y | +67.2% | -9.4% | +76.6% | +62.4% |
| All | +67.2% | -7.7% | +74.9% | +62.4% |
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