+4,360.9%
MRVL vs ZBH
+287.8%
+4,073.1%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.9% | +7.9% | +7.4% |
| 7D | +3.2% | -2.8% | +6.0% | +4.3% |
| 30D | +5.9% | -0.1% | +6.0% | +5.7% |
| 3M | -29.3% | +13.4% | -42.8% | -34.2% |
| 6M | +186.5% | +3.0% | +183.5% | +176.7% |
| YTD | +163.4% | +9.7% | +153.8% | +147.3% |
| 1Y | +249.5% | -5.4% | +254.9% | +243.3% |
| 3Y | +289.4% | -15.6% | +304.9% | +288.7% |
| 5Y | +270.2% | -28.1% | +298.4% | +295.2% |
| 10Y | +1,748.8% | -15.2% | +1,764.1% | +1,636.5% |
| All | +4,360.9% | +287.8% | +4,073.1% | +2,232.4% |
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