+7.9%
ZBH vs SOLS
+37.2%
-29.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -6.5% | +20.0% | +12.7% |
| 7D | +14.3% | -8.8% | +23.1% | +13.2% |
| 30D | +20.3% | -0.6% | +20.9% | +20.2% |
| 3M | +15.3% | -9.0% | +24.3% | +14.3% |
| 6M | +33.9% | -28.7% | +62.6% | +31.3% |
| YTD | +23.5% | +19.2% | +4.3% | +36.2% |
| 1Y | +7.9% | +32.6% | -24.7% | +26.0% |
| All | +7.9% | +37.2% | -29.3% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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