+7.9%
ZBH vs LEN
-21.9%
+29.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +7.1% | +6.4% | +11.8% |
| 7D | +14.3% | +10.5% | +3.8% | +11.8% |
| 30D | +20.3% | +24.6% | -4.4% | +15.0% |
| 3M | +15.3% | +6.6% | +8.6% | +13.4% |
| 6M | +33.9% | +10.6% | +23.3% | +30.5% |
| YTD | +23.5% | -8.3% | +31.8% | +22.1% |
| 1Y | +7.9% | -22.5% | +30.4% | +10.5% |
| All | +7.9% | -21.9% | +29.8% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 1y: compounded portfolio wealth divided by compounded LEN 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…
1y analysis · Full analysis span regression · 6 months rolling