+285.6%
MRVL vs ZBH
-28.6%
+314.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +2.9% | +3.7% |
| 7D | +5.6% | -4.7% | +10.3% | +6.9% |
| 30D | +8.8% | -4.5% | +13.3% | +9.8% |
| 3M | -15.9% | +7.6% | -23.4% | -19.1% |
| 6M | +161.3% | +0.3% | +161.0% | +156.6% |
| YTD | +178.2% | +4.5% | +173.7% | +168.5% |
| 1Y | +255.3% | -9.4% | +264.7% | +257.2% |
| 3Y | +323.1% | -21.5% | +344.6% | +347.0% |
| All | +285.6% | -28.6% | +314.2% | +275.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling