+3,247.0%
LIN vs ZBH
+287.8%
+2,959.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.6% |
| 7D | -2.1% | -2.8% | +0.7% | -1.1% |
| 30D | -2.4% | -0.1% | -2.3% | -2.4% |
| 3M | -5.6% | +13.4% | -19.0% | -10.3% |
| 6M | -3.4% | +3.0% | -6.4% | -5.4% |
| YTD | +13.1% | +9.7% | +3.5% | +8.0% |
| 1Y | +2.5% | -5.4% | +7.9% | +2.4% |
| 3Y | +27.6% | -15.6% | +43.2% | +30.4% |
| 5Y | +63.0% | -28.1% | +91.2% | +74.7% |
| 10Y | +359.3% | -15.2% | +374.5% | +338.3% |
| All | +3,247.0% | +287.8% | +2,959.2% | +1,538.6% |
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