+6,169.9%
MU vs ZBH
-18.0%
+6,187.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.3% | +2.6% |
| 7D | +7.5% | -4.9% | +12.4% | +9.5% |
| 30D | +19.4% | -3.2% | +22.6% | +20.6% |
| 3M | +9.8% | +5.8% | +4.0% | +5.8% |
| 6M | +164.1% | +2.0% | +162.2% | +156.3% |
| YTD | +260.3% | +5.8% | +254.5% | +242.9% |
| 1Y | +661.2% | -7.9% | +669.1% | +657.1% |
| 3Y | +1,380.8% | -19.4% | +1,400.2% | +1,424.9% |
| 5Y | +1,346.4% | -29.5% | +1,375.9% | +1,464.8% |
| 10Y | +6,169.9% | -15.5% | +6,185.5% | +5,619.2% |
| All | +6,169.9% | -18.0% | +6,187.9% | +5,619.2% |
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