+73.0%
LMT vs ZBH
-28.6%
+101.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.3% | -1.2% |
| 7D | -0.2% | -4.7% | +4.5% | +0.3% |
| 30D | -13.1% | -4.5% | -8.6% | -12.7% |
| 3M | -3.9% | +7.6% | -11.4% | -4.8% |
| 6M | -18.3% | +0.3% | -18.5% | -18.6% |
| YTD | +10.3% | +4.5% | +5.8% | +9.4% |
| 1Y | +14.2% | -9.4% | +23.6% | +14.9% |
| 3Y | +35.0% | -21.5% | +56.5% | +37.7% |
| All | +73.0% | -28.6% | +101.7% | +76.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling