+1,426.5%
LITE vs ZBH
+1.0%
+1,425.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.7% | -0.9% | -4.3% |
| 7D | +22.6% | -2.1% | +24.7% | +21.8% |
| 30D | -36.8% | +13.6% | -50.3% | -33.9% |
| 3M | -33.0% | +7.1% | -40.1% | -30.5% |
| 6M | -37.1% | +26.1% | -63.1% | -33.4% |
| YTD | +69.5% | +17.2% | +52.3% | +80.8% |
| 1Y | +146.1% | +17.4% | +128.7% | +162.7% |
| All | +1,426.5% | +1.0% | +1,425.6% | +1,300.9% |
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