+18.1%
MCHP vs ZBH
-5.6%
+23.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.4% |
| 7D | +1.7% | -2.8% | +4.5% | +1.5% |
| 30D | -4.1% | -0.1% | -4.0% | -4.1% |
| 3M | -22.5% | +13.4% | -35.9% | -23.0% |
| 6M | +7.3% | +3.0% | +4.3% | +8.6% |
| YTD | +18.4% | +9.7% | +8.7% | +19.3% |
| 1Y | +18.1% | -5.4% | +23.5% | +18.3% |
| All | +18.1% | -5.6% | +23.7% | +18.3% |
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