+27.5%
MCK vs ZBH
+19.1%
+8.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.2% | +1.1% |
| 7D | +9.3% | +9.6% | -0.3% | +6.2% |
| 30D | +16.3% | +19.1% | -2.8% | +10.6% |
| 3M | +22.3% | +9.1% | +13.2% | +18.7% |
| 6M | +34.1% | +29.4% | +4.7% | +25.3% |
| YTD | +31.1% | +19.8% | +11.3% | +23.2% |
| 1Y | +27.5% | +23.4% | +4.1% | +17.4% |
| All | +27.5% | +19.1% | +8.4% | +17.4% |
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