+48.7%
LUNR vs ZBH
-23.4%
+72.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -3.0% | -2.0% |
| 7D | -3.1% | -4.7% | +1.6% | -2.7% |
| 30D | -15.3% | -4.5% | -10.8% | -15.0% |
| 3M | -53.2% | +7.6% | -60.7% | -54.0% |
| 6M | -22.2% | +0.3% | -22.5% | -22.4% |
| YTD | -11.6% | +4.5% | -16.1% | -12.3% |
| 1Y | +68.4% | -9.4% | +77.8% | +70.9% |
| 3Y | +216.8% | -21.5% | +238.3% | +225.7% |
| All | +48.7% | -23.4% | +72.1% | +52.5% |
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