-18.9%
ZBH vs SUI
+104.3%
-123.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.5% | -2.4% | -3.4% |
| 7D | -5.2% | -3.1% | -2.1% | -4.1% |
| 30D | -2.4% | -2.3% | -0.1% | -1.6% |
| 3M | +8.3% | -2.8% | +11.1% | +9.4% |
| 6M | +0.7% | -12.4% | +13.0% | +5.3% |
| YTD | +5.3% | -3.3% | +8.7% | +6.3% |
| 1Y | -9.1% | -5.8% | -3.3% | -7.4% |
| 3Y | -19.7% | +12.5% | -32.2% | -24.5% |
| 5Y | -31.3% | -32.9% | +1.6% | -23.4% |
| 10Y | -18.9% | +104.4% | -123.3% | -25.3% |
| All | -18.9% | +104.3% | -123.3% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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