+417.3%
LIN vs ZBH
+16.4%
+400.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | +0.1% |
| 7D | +0.1% | +11.3% | -11.2% | -3.7% |
| 30D | +7.6% | +21.5% | -14.0% | +0.2% |
| 3M | +6.5% | +12.5% | -6.0% | +1.7% |
| 6M | +6.2% | +32.3% | -26.1% | -4.7% |
| YTD | +23.2% | +21.4% | +1.8% | +13.3% |
| 1Y | +25.4% | +23.7% | +1.7% | +14.3% |
| 3Y | +38.3% | +7.0% | +31.3% | +29.2% |
| 5Y | +64.4% | -13.2% | +77.6% | +64.8% |
| 10Y | +417.3% | +19.3% | +398.0% | +351.5% |
| All | +417.3% | +16.4% | +400.9% | +351.5% |
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