+125.0%
SU vs ZBH
-20.7%
+145.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.2% |
| 7D | +2.2% | -4.7% | +6.9% | +2.5% |
| 30D | +8.4% | -4.5% | +12.9% | +8.7% |
| 3M | +12.1% | +7.6% | +4.5% | +11.4% |
| 6M | +19.7% | +0.3% | +19.4% | +19.3% |
| YTD | +58.4% | +4.5% | +53.9% | +57.3% |
| 1Y | +67.2% | -9.4% | +76.6% | +68.2% |
| 3Y | +125.0% | -21.5% | +146.5% | +128.0% |
| All | +125.0% | -20.7% | +145.7% | +128.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling