+4,841.2%
MSTR vs ZBH
+287.8%
+4,553.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.0% |
| 7D | +12.2% | -2.8% | +15.0% | +13.5% |
| 30D | +45.2% | -0.1% | +45.3% | +44.7% |
| 3M | +10.4% | +13.4% | -3.0% | +2.7% |
| 6M | -2.5% | +3.0% | -5.5% | -5.8% |
| YTD | -6.0% | +9.7% | -15.7% | -12.2% |
| 1Y | -56.4% | -5.4% | -51.0% | -57.2% |
| 3Y | +306.3% | -15.6% | +321.9% | +311.1% |
| 5Y | +100.5% | -28.1% | +128.6% | +124.5% |
| 10Y | +741.1% | -15.2% | +756.3% | +717.5% |
| All | +4,841.2% | +287.8% | +4,553.4% | +2,725.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling