+48.3%
MSTR vs ZBH
-13.8%
+62.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.1% |
| 7D | -10.7% | +10.6% | -21.3% | -15.6% |
| 30D | -21.6% | +20.4% | -42.0% | -29.3% |
| 3M | +24.4% | +10.0% | +14.3% | +17.1% |
| 6M | -35.5% | +31.0% | -66.5% | -46.7% |
| YTD | -20.3% | +20.3% | -40.6% | -31.3% |
| 1Y | -49.3% | +22.2% | -71.6% | -57.1% |
| 3Y | +137.8% | +4.7% | +133.0% | +98.5% |
| 5Y | +48.3% | -13.7% | +62.0% | +45.9% |
| All | +48.3% | -13.8% | +62.1% | +45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling