+17.9%
ZBH vs SBAC
+114.8%
-96.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.7% |
| 7D | -2.3% | +0.6% | -2.9% | -2.4% |
| 30D | +12.5% | +5.5% | +7.0% | +10.8% |
| 3M | +3.9% | +3.1% | +0.9% | +2.9% |
| 6M | +25.4% | -7.0% | +32.5% | +27.4% |
| YTD | +15.7% | +0.5% | +15.2% | +13.5% |
| 1Y | +15.2% | +0.2% | +14.9% | +13.0% |
| 3Y | +0.3% | -7.4% | +7.7% | -0.7% |
| 5Y | -16.1% | -39.7% | +23.6% | -5.3% |
| All | +17.9% | +114.8% | -96.9% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 10y: compounded portfolio wealth divided by compounded SBAC 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…
10y analysis · Full analysis span regression · 6 months rolling