+297.2%
MTZ vs ZBH
+5.8%
+291.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.6% | +6.0% | +8.8% |
| 7D | -2.4% | +11.3% | -13.7% | -1.1% |
| 30D | -11.1% | +21.5% | -32.6% | -9.9% |
| 3M | -30.6% | +12.5% | -43.1% | -29.7% |
| 6M | -54.4% | +32.3% | -86.6% | -54.4% |
| YTD | -13.0% | +21.4% | -34.5% | -12.3% |
| 1Y | -5.7% | +23.7% | -29.4% | -5.1% |
| 3Y | +297.2% | +7.0% | +290.1% | +240.4% |
| All | +297.2% | +5.8% | +291.4% | +240.4% |
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