+1,134.0%
MPC vs ZBH
-18.8%
+1,152.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.9% | +6.2% | +4.2% |
| 7D | +3.9% | -5.2% | +9.1% | +6.4% |
| 30D | +33.8% | -2.4% | +36.2% | +35.1% |
| 3M | +49.9% | +8.3% | +41.6% | +42.5% |
| 6M | +80.9% | +0.7% | +80.3% | +76.5% |
| YTD | +147.4% | +5.3% | +142.1% | +135.2% |
| 1Y | +123.2% | -9.1% | +132.3% | +125.6% |
| 3Y | +171.7% | -19.7% | +191.4% | +184.9% |
| 5Y | +678.6% | -31.3% | +709.9% | +766.2% |
| 10Y | +1,134.0% | -18.9% | +1,153.0% | +1,096.3% |
| All | +1,134.0% | -18.8% | +1,152.8% | +1,096.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling