+118.8%
MRVL vs ZBH
-16.1%
+135.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.3% | -3.4% | -4.4% |
| 7D | +11.0% | -2.3% | +13.3% | +11.6% |
| 30D | -36.1% | +12.5% | -48.6% | -37.8% |
| 3M | -29.4% | +3.9% | -33.4% | -30.2% |
| 6M | -11.9% | +25.4% | -37.3% | -19.3% |
| YTD | +84.8% | +15.7% | +69.1% | +73.3% |
| 1Y | +79.4% | +15.2% | +64.2% | +68.5% |
| 3Y | +195.7% | +0.3% | +195.4% | +172.3% |
| All | +118.8% | -16.1% | +135.0% | +112.3% |
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 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