+137.8%
MSTR vs ZBH
+5.6%
+132.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.5% |
| 7D | -10.7% | +10.6% | -21.3% | -11.4% |
| 30D | -21.6% | +20.4% | -42.0% | -22.5% |
| 3M | +24.4% | +10.0% | +14.3% | +23.2% |
| 6M | -35.5% | +31.0% | -66.5% | -37.3% |
| YTD | -20.3% | +20.3% | -40.6% | -21.6% |
| 1Y | -49.3% | +22.2% | -71.6% | -50.3% |
| 3Y | +137.8% | +4.7% | +133.0% | +173.3% |
| All | +137.8% | +5.6% | +132.2% | +173.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling