+753.2%
MTZ vs ZBH
-18.0%
+771.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.4% |
| 7D | +2.3% | -4.9% | +7.2% | +4.6% |
| 30D | -10.3% | -3.2% | -7.0% | -9.2% |
| 3M | -31.8% | +5.8% | -37.7% | -34.8% |
| 6M | -19.2% | +2.0% | -21.2% | -21.9% |
| YTD | +10.7% | +5.8% | +4.9% | +4.5% |
| 1Y | +37.5% | -7.9% | +45.5% | +37.3% |
| 3Y | +162.4% | -19.4% | +181.7% | +172.7% |
| 5Y | +166.3% | -29.5% | +195.8% | +191.9% |
| 10Y | +753.2% | -15.5% | +768.7% | +677.5% |
| All | +753.2% | -18.0% | +771.1% | +677.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling