-1.6%
MDLN vs ZBH
+22.9%
-24.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +13.5% | +4.9% | +11.8% |
| 7D | +24.7% | +14.3% | +10.4% | +17.4% |
| 30D | +12.7% | +20.3% | -7.6% | +4.6% |
| 3M | -4.0% | +15.3% | -19.3% | -9.8% |
| 6M | -8.7% | +33.9% | -42.6% | -17.3% |
| YTD | -3.9% | +23.5% | -27.4% | -9.7% |
| All | -1.6% | +22.9% | -24.5% | -8.0% |
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