+36.7%
LIN vs ZBH
-0.3%
+37.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.9% |
| 7D | +2.1% | -2.3% | +4.4% | +2.5% |
| 30D | +6.8% | +12.5% | -5.7% | +4.6% |
| 3M | +10.4% | +3.9% | +6.4% | +9.5% |
| 6M | +3.2% | +25.4% | -22.3% | -0.8% |
| YTD | +24.6% | +15.7% | +8.9% | +21.0% |
| 1Y | +24.4% | +15.2% | +9.2% | +20.8% |
| 3Y | +36.7% | +0.3% | +36.4% | +39.0% |
| All | +36.7% | -0.3% | +37.1% | +39.0% |
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