+304.5%
MSTR vs ZBH
-18.5%
+323.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.3% |
| 7D | +12.2% | -2.8% | +15.0% | +12.4% |
| 30D | +45.2% | -0.1% | +45.3% | +45.0% |
| 3M | +10.4% | +13.4% | -3.0% | +8.4% |
| 6M | -2.5% | +3.0% | -5.5% | -2.6% |
| YTD | -6.0% | +9.7% | -15.7% | -7.2% |
| 1Y | -56.4% | -5.4% | -51.0% | -55.8% |
| All | +304.5% | -18.5% | +323.0% | +319.8% |
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