+197.3%
MKSI vs ZBH
-20.7%
+218.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +1.9% |
| 7D | +2.7% | -4.7% | +7.4% | +3.4% |
| 30D | -12.8% | -4.5% | -8.3% | -12.3% |
| 3M | -22.5% | +7.6% | -30.1% | -24.7% |
| 6M | +19.4% | +0.3% | +19.1% | +18.4% |
| YTD | +67.7% | +4.5% | +63.2% | +63.5% |
| 1Y | +131.4% | -9.4% | +140.8% | +134.7% |
| 3Y | +197.3% | -21.5% | +218.8% | +210.4% |
| All | +197.3% | -20.7% | +218.0% | +210.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling