+199.8%
MPC vs ZBH
-0.3%
+200.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.5% |
| 7D | +11.2% | -2.3% | +13.5% | +11.4% |
| 30D | -14.5% | +12.5% | -27.0% | -15.3% |
| 3M | +16.7% | +3.9% | +12.7% | +16.5% |
| 6M | +67.6% | +25.4% | +42.1% | +63.1% |
| YTD | +157.9% | +15.7% | +142.2% | +152.8% |
| 1Y | +116.7% | +15.2% | +101.5% | +112.5% |
| 3Y | +199.8% | +0.3% | +199.4% | +180.0% |
| All | +199.8% | -0.3% | +200.1% | +180.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling