+323.1%
MRVL vs ZBH
-20.7%
+343.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +2.9% | +4.1% |
| 7D | +5.6% | -4.7% | +10.3% | +5.1% |
| 30D | +8.8% | -4.5% | +13.3% | +8.3% |
| 3M | -15.9% | +7.6% | -23.4% | -16.0% |
| 6M | +161.3% | +0.3% | +161.0% | +161.6% |
| YTD | +178.2% | +4.5% | +173.7% | +178.6% |
| 1Y | +255.3% | -9.4% | +264.7% | +255.8% |
| 3Y | +323.1% | -21.5% | +344.6% | +352.0% |
| All | +323.1% | -20.7% | +343.8% | +352.0% |
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