+185.8%
LMT vs ZBH
-16.2%
+202.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.3% | -1.4% |
| 7D | -0.2% | -4.7% | +4.5% | +0.7% |
| 30D | -13.1% | -4.5% | -8.6% | -12.3% |
| 3M | -3.9% | +7.6% | -11.4% | -5.6% |
| 6M | -18.3% | +0.3% | -18.5% | -18.8% |
| YTD | +10.3% | +4.5% | +5.8% | +8.6% |
| 1Y | +14.2% | -9.4% | +23.6% | +15.4% |
| 3Y | +35.0% | -21.5% | +56.5% | +39.4% |
| 5Y | +73.2% | -28.4% | +101.6% | +80.0% |
| All | +185.8% | -16.2% | +202.0% | +176.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling