+19.4%
MKSI vs ZBH
+2.4%
+17.0%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +2.5% |
| 7D | +2.7% | -4.7% | +7.4% | +0.8% |
| 30D | -12.8% | -4.5% | -8.3% | -14.2% |
| 3M | -22.5% | +7.6% | -30.1% | -22.1% |
| 6M | +19.4% | +0.3% | +19.1% | +25.7% |
| All | +19.4% | +2.4% | +17.0% | +25.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling