+99.0%
MNST vs ZBH
-14.9%
+113.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -0.7% |
| 7D | -5.0% | +11.3% | -16.2% | -7.2% |
| 30D | +4.6% | +21.5% | -16.9% | +0.2% |
| 3M | +1.0% | +12.5% | -11.5% | -1.7% |
| 6M | +5.8% | +32.3% | -26.5% | -0.7% |
| YTD | +19.1% | +21.4% | -2.4% | +13.4% |
| 1Y | +30.9% | +23.7% | +7.2% | +24.0% |
| 3Y | +65.7% | +7.0% | +58.7% | +58.5% |
| 5Y | +99.0% | -13.2% | +112.2% | +108.9% |
| All | +99.0% | -14.9% | +113.8% | +108.9% |
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