+117.2%
MPC vs ZBH
+11.3%
+105.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +13.5% | -21.6% | -6.6% |
| 7D | -10.9% | +14.3% | -25.2% | -9.5% |
| 30D | -9.4% | +20.3% | -29.7% | -7.9% |
| 3M | +26.0% | +15.3% | +10.7% | +28.0% |
| 6M | +56.5% | +33.9% | +22.6% | +58.8% |
| YTD | +144.3% | +23.5% | +120.8% | +147.1% |
| 1Y | +117.2% | +7.9% | +109.3% | +119.0% |
| All | +117.2% | +11.3% | +105.9% | +119.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling