+36.5%
LMT vs ZBH
-21.6%
+58.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +1.3% |
| 7D | -0.5% | -6.6% | +6.0% | +0.2% |
| 30D | -10.8% | -4.9% | -5.8% | -10.3% |
| 3M | +1.6% | +5.1% | -3.5% | +0.8% |
| 6M | -17.6% | +1.3% | -18.9% | -18.0% |
| YTD | +11.6% | +3.4% | +8.2% | +10.7% |
| 1Y | +17.2% | -8.7% | +25.9% | +17.9% |
| All | +36.5% | -21.6% | +58.1% | +45.9% |
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