+1,172.1%
LITE vs ZBH
+0.1%
+1,171.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.2% | +6.8% | +5.3% |
| 7D | -35.9% | +11.7% | -47.6% | -33.4% |
| 30D | -51.5% | +19.3% | -70.8% | -48.7% |
| 3M | -35.7% | +8.9% | -44.7% | -33.1% |
| 6M | -43.0% | +28.2% | -71.1% | -39.5% |
| YTD | +46.1% | +18.4% | +27.8% | +56.1% |
| 1Y | +124.7% | +20.6% | +104.1% | +140.6% |
| 3Y | +1,172.1% | -0.6% | +1,172.7% | +1,203.7% |
| All | +1,172.1% | +0.1% | +1,171.9% | +1,203.7% |
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