+1,014.6%
MU vs ZBH
-13.2%
+1,027.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.1% | +11.7% | +11.9% |
| 7D | +2.0% | -2.4% | +4.5% | +2.5% |
| 30D | -18.0% | +16.6% | -34.6% | -20.0% |
| 3M | -6.6% | +10.8% | -17.4% | -8.2% |
| 6M | +2.0% | +35.8% | -33.7% | -6.1% |
| YTD | +184.5% | +20.5% | +164.0% | +171.0% |
| 1Y | +236.9% | +22.7% | +214.1% | +218.6% |
| 3Y | +987.0% | +4.9% | +982.1% | +931.8% |
| 5Y | +1,014.6% | -12.8% | +1,027.4% | +1,011.4% |
| All | +1,014.6% | -13.2% | +1,027.8% | +1,011.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling