+3,511.1%
LIN vs ZBH
+318.7%
+3,192.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | 0.0% | -0.7% |
| 7D | +0.2% | +11.7% | -11.5% | -4.1% |
| 30D | +6.5% | +19.3% | -12.9% | -0.7% |
| 3M | +5.5% | +8.9% | -3.5% | +1.6% |
| 6M | +3.3% | +28.2% | -24.8% | -6.8% |
| YTD | +22.0% | +18.4% | +3.7% | +12.6% |
| 1Y | +25.7% | +20.6% | +5.2% | +15.0% |
| 3Y | +36.2% | -0.6% | +36.8% | +30.4% |
| 5Y | +66.1% | -19.7% | +85.8% | +70.4% |
| 10Y | +431.0% | +14.7% | +416.2% | +352.0% |
| All | +3,511.1% | +318.7% | +3,192.4% | +1,608.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling