+27.5%
SYY vs ZBH
-21.6%
+49.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.4% |
| 7D | +1.5% | -6.6% | +8.1% | +2.9% |
| 30D | -2.3% | -4.9% | +2.6% | -1.3% |
| 3M | +5.5% | +5.1% | +0.4% | +4.2% |
| 6M | -1.0% | +1.3% | -2.3% | -1.6% |
| YTD | +14.1% | +3.4% | +10.8% | +12.8% |
| 1Y | +5.6% | -8.7% | +14.2% | +6.6% |
| All | +27.5% | -21.6% | +49.1% | +39.0% |
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