-59.6%
MSTR vs ZBH
-8.1%
-51.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -2.7% |
| 7D | +7.7% | -4.9% | +12.6% | +6.5% |
| 30D | +36.3% | -3.2% | +39.6% | +35.3% |
| 3M | +13.4% | +5.8% | +7.6% | +14.5% |
| 6M | -4.5% | +2.0% | -6.5% | -3.2% |
| YTD | -12.7% | +5.8% | -18.5% | -10.6% |
| 1Y | -59.6% | -7.9% | -51.7% | -58.3% |
| All | -59.6% | -8.1% | -51.5% | -58.3% |
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 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