+315.0%
ZBH vs SUI
+1,366.0%
-1,051.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.7% |
| 7D | +11.7% | +6.2% | +5.5% | +9.8% |
| 30D | +19.3% | +8.6% | +10.7% | +16.4% |
| 3M | +8.9% | +1.0% | +7.9% | +8.7% |
| 6M | +28.2% | -2.6% | +30.8% | +29.3% |
| YTD | +18.4% | -0.1% | +18.5% | +18.3% |
| 1Y | +20.6% | +0.5% | +20.1% | +20.2% |
| 3Y | -0.6% | +15.3% | -15.9% | -6.3% |
| 5Y | -19.7% | -26.1% | +6.4% | -14.3% |
| 10Y | +14.7% | +117.8% | -103.1% | -13.6% |
| All | +315.0% | +1,366.0% | -1,051.0% | +68.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling