+40.2%
MSI vs ZBH
+16.6%
+23.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.4% | +0.3% |
| 7D | +3.2% | -2.3% | +5.5% | +3.5% |
| 30D | +17.6% | +12.5% | +5.1% | +15.6% |
| 3M | +14.5% | +3.9% | +10.6% | +13.6% |
| 6M | +34.3% | +25.4% | +8.8% | +30.5% |
| YTD | +39.7% | +15.7% | +24.0% | +35.7% |
| 1Y | +40.2% | +15.2% | +25.0% | +36.2% |
| All | +40.2% | +16.6% | +23.6% | +36.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling