+1,341.2%
MU vs ZBH
-19.5%
+1,360.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.9% | +2.3% | -1.9% |
| 7D | +7.2% | -5.2% | +12.4% | +6.8% |
| 30D | +14.0% | -2.4% | +16.4% | +13.8% |
| 3M | +5.4% | +8.3% | -2.9% | +5.4% |
| 6M | +170.3% | +0.7% | +169.6% | +172.9% |
| YTD | +250.7% | +5.3% | +245.3% | +253.6% |
| 1Y | +662.1% | -9.1% | +671.2% | +674.4% |
| 3Y | +1,341.2% | -19.7% | +1,360.9% | +1,364.4% |
| All | +1,341.2% | -19.5% | +1,360.7% | +1,364.4% |
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