+54.8%
LUNR vs ZBH
-22.5%
+77.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.4% | -5.1% | -4.8% |
| 7D | +0.5% | -4.9% | +5.5% | +1.0% |
| 30D | -5.3% | -3.2% | -2.1% | -5.1% |
| 3M | -45.6% | +5.8% | -51.5% | -46.3% |
| 6M | -17.4% | +2.0% | -19.3% | -17.7% |
| YTD | -7.9% | +5.8% | -13.7% | -8.8% |
| 1Y | +77.6% | -7.9% | +85.6% | +79.9% |
| 3Y | +247.4% | -19.4% | +266.8% | +257.2% |
| All | +54.8% | -22.5% | +77.3% | +58.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling