+719.8%
MU vs ZBH
-5.6%
+725.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +5.8% |
| 7D | +9.0% | -2.8% | +11.8% | +7.8% |
| 30D | +13.8% | -0.1% | +13.9% | +13.9% |
| 3M | +2.1% | +13.4% | -11.3% | +6.8% |
| 6M | +153.8% | +3.0% | +150.8% | +166.3% |
| YTD | +256.4% | +9.7% | +246.7% | +283.3% |
| 1Y | +719.8% | -5.4% | +725.2% | +803.3% |
| All | +719.8% | -5.6% | +725.4% | +803.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling