+631.0%
MSCI vs ZBH
-18.0%
+648.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.4% |
| 7D | -1.1% | -4.9% | +3.8% | +0.8% |
| 30D | -1.2% | -3.2% | +2.1% | +0.1% |
| 3M | -8.4% | +5.8% | -14.2% | -10.7% |
| 6M | -1.0% | +2.0% | -3.0% | -2.8% |
| YTD | -2.3% | +5.8% | -8.0% | -5.7% |
| 1Y | -1.2% | -7.9% | +6.8% | -0.1% |
| 3Y | +7.9% | -19.4% | +27.3% | +12.7% |
| 5Y | -10.1% | -29.5% | +19.4% | -1.9% |
| 10Y | +631.0% | -15.5% | +646.5% | +571.2% |
| All | +631.0% | -18.0% | +648.9% | +571.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling