+284.4%
ZBH vs SUI
+1,340.9%
-1,056.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.8% |
| 7D | -2.8% | -2.8% | 0.0% | -1.9% |
| 30D | -0.1% | -1.2% | +1.1% | +0.2% |
| 3M | +13.4% | -1.7% | +15.2% | +14.1% |
| 6M | +3.0% | -10.5% | +13.4% | +6.5% |
| YTD | +9.7% | -1.8% | +11.5% | +10.0% |
| 1Y | -5.4% | -4.1% | -1.3% | -4.4% |
| 3Y | -15.6% | +11.3% | -26.8% | -19.6% |
| 5Y | -28.1% | -32.1% | +4.0% | -21.3% |
| 10Y | -15.2% | +110.4% | -125.7% | -35.6% |
| All | +284.4% | +1,340.9% | -1,056.5% | +56.9% |
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