+7.9%
ZBH vs SIRI
+59.9%
-52.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +8.4% | +5.0% | +11.2% |
| 7D | +14.3% | +22.3% | -8.0% | +9.5% |
| 30D | +20.3% | +26.9% | -6.7% | +14.5% |
| 3M | +15.3% | +9.6% | +5.7% | +12.3% |
| 6M | +33.9% | +27.2% | +6.8% | +27.9% |
| YTD | +23.5% | +72.4% | -48.9% | +11.9% |
| 1Y | +7.9% | +59.9% | -52.0% | -2.6% |
| All | +7.9% | +59.9% | -52.0% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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