+1.7%
ZBH vs LDOS
+31.0%
-29.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.1% | -0.6% | -2.4% |
| 7D | -2.1% | -3.5% | +1.3% | -1.6% |
| 30D | +13.6% | +9.5% | +4.0% | +12.1% |
| 3M | +7.1% | -6.3% | +13.4% | +7.9% |
| 6M | +26.1% | +2.8% | +23.3% | +25.1% |
| YTD | +17.2% | -26.6% | +43.9% | +21.2% |
| 1Y | +17.4% | -31.3% | +48.7% | +22.9% |
| All | +1.7% | +31.0% | -29.4% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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