+29.9%
MCHP vs ZBH
+11.3%
+18.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +13.5% | -16.8% | -2.0% |
| 7D | -5.4% | +14.3% | -19.7% | -4.1% |
| 30D | -7.5% | +20.3% | -27.8% | -5.9% |
| 3M | -6.0% | +15.3% | -21.3% | -4.7% |
| 6M | -20.1% | +33.9% | -54.0% | -19.8% |
| YTD | +20.2% | +23.5% | -3.2% | +23.5% |
| 1Y | +29.9% | +7.9% | +22.0% | +32.4% |
| All | +29.9% | +11.3% | +18.6% | +32.4% |
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