+9,792.0%
SYK vs ZBRA
+8,746.0%
+1,046.1%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.7% | -1.9% |
| 7D | -12.3% | -3.8% | -8.6% | -11.7% |
| 30D | -22.4% | -10.2% | -12.3% | -21.0% |
| 3M | -12.3% | +58.7% | -71.0% | -20.1% |
| 6M | -24.3% | +61.9% | -86.2% | -31.5% |
| YTD | -22.8% | +41.7% | -64.4% | -28.8% |
| 1Y | -28.8% | +12.4% | -41.1% | -31.8% |
| 3Y | -4.0% | +34.2% | -38.2% | -12.9% |
| 5Y | +3.8% | -40.8% | +44.6% | +6.8% |
| 10Y | +172.8% | +420.3% | -247.5% | +94.9% |
| All | +9,792.0% | +8,746.0% | +1,046.1% | +4,049.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 all: compounded portfolio wealth divided by compounded ZBRA 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…
all analysis · Full analysis span regression · 6 months rolling