-16.3%
MOS vs ZBH
-9.7%
-6.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.9% | +6.6% | +3.2% |
| 7D | +7.1% | -5.2% | +12.3% | +7.9% |
| 30D | +15.0% | -2.4% | +17.5% | +15.4% |
| 3M | +24.1% | +8.3% | +15.8% | +22.5% |
| 6M | +2.7% | +0.7% | +2.1% | +2.1% |
| YTD | +12.2% | +5.3% | +6.8% | +10.8% |
| 1Y | -16.3% | -9.1% | -7.2% | -18.2% |
| All | -16.3% | -9.7% | -6.6% | -18.2% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling