+39.4%
MAS vs ZBH
+16.6%
+22.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.7% |
| 7D | +3.0% | -2.3% | +5.2% | +3.9% |
| 30D | +22.4% | +12.5% | +9.9% | +17.4% |
| 3M | +14.5% | +3.9% | +10.5% | +12.5% |
| 6M | +27.1% | +25.4% | +1.7% | +16.7% |
| YTD | +35.8% | +15.7% | +20.1% | +26.6% |
| 1Y | +39.4% | +15.2% | +24.2% | +30.3% |
| All | +39.4% | +16.6% | +22.8% | +30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling