+3,028.8%
MRVL vs ZBH
+309.2%
+2,719.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.3% | -3.4% | -4.2% |
| 7D | +11.0% | -2.3% | +13.3% | +12.1% |
| 30D | -36.1% | +12.5% | -48.6% | -39.4% |
| 3M | -29.4% | +3.9% | -33.4% | -31.6% |
| 6M | -11.9% | +25.4% | -37.3% | -22.1% |
| YTD | +84.8% | +15.7% | +69.1% | +67.7% |
| 1Y | +79.4% | +15.2% | +64.2% | +63.0% |
| 3Y | +195.7% | +0.3% | +195.4% | +171.7% |
| 5Y | +117.2% | -16.1% | +133.2% | +116.1% |
| 10Y | +1,193.7% | +17.8% | +1,175.9% | +959.2% |
| All | +3,028.8% | +309.2% | +2,719.6% | +1,481.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling