+89.0%
MGY vs ZBH
-28.6%
+117.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -0.1% |
| 7D | +3.5% | -4.7% | +8.2% | +4.8% |
| 30D | +5.3% | -4.5% | +9.8% | +6.4% |
| 3M | +2.6% | +7.6% | -4.9% | 0.0% |
| 6M | -3.3% | +0.3% | -3.6% | -4.3% |
| YTD | +29.2% | +4.5% | +24.7% | +25.8% |
| 1Y | +18.0% | -9.4% | +27.4% | +19.7% |
| 3Y | +30.0% | -21.5% | +51.5% | +37.1% |
| All | +89.0% | -28.6% | +117.6% | +101.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling