+243.8%
MET vs ZBH
-16.2%
+260.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | -0.1% |
| 7D | -0.5% | -4.7% | +4.2% | +1.7% |
| 30D | +0.5% | -4.5% | +5.0% | +2.5% |
| 3M | +11.6% | +7.6% | +4.0% | +7.3% |
| 6M | +40.8% | +0.3% | +40.5% | +38.7% |
| YTD | +25.7% | +4.5% | +21.1% | +21.2% |
| 1Y | +24.4% | -9.4% | +33.7% | +27.2% |
| 3Y | +67.5% | -21.5% | +88.9% | +79.5% |
| 5Y | +85.8% | -28.4% | +114.2% | +103.8% |
| All | +243.8% | -16.2% | +260.0% | +235.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling