+1,745.1%
MAR vs ZBH
+272.6%
+1,472.5%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.9% | +1.6% | -0.4% |
| 7D | -1.7% | -5.2% | +3.5% | +0.8% |
| 30D | -6.9% | -2.4% | -4.5% | -5.9% |
| 3M | -15.8% | +8.3% | -24.1% | -19.6% |
| 6M | +1.9% | +0.7% | +1.3% | +0.2% |
| YTD | +6.6% | +5.3% | +1.3% | +2.2% |
| 1Y | +23.7% | -9.1% | +32.7% | +25.7% |
| 3Y | +64.6% | -19.7% | +84.3% | +72.7% |
| 5Y | +156.4% | -31.3% | +187.6% | +187.1% |
| 10Y | +415.4% | -18.9% | +434.3% | +420.0% |
| All | +1,745.1% | +272.6% | +1,472.5% | +877.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling