+70.1%
MA vs ZBH
+5.6%
+64.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.7% |
| 7D | +1.8% | +10.6% | -8.8% | -0.4% |
| 30D | +11.8% | +20.4% | -8.6% | +7.6% |
| 3M | +17.2% | +10.0% | +7.1% | +14.6% |
| 6M | +33.4% | +31.0% | +2.4% | +26.1% |
| YTD | +16.1% | +20.3% | -4.2% | +11.2% |
| 1Y | +19.9% | +22.2% | -2.3% | +14.4% |
| 3Y | +70.1% | +4.7% | +65.3% | +64.7% |
| All | +70.1% | +5.6% | +64.5% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 3y: compounded portfolio wealth divided by compounded ZBH 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…
3y analysis · Full analysis span regression · 6 months rolling