+315.0%
ZBH vs LII
+5,513.6%
-5,198.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -0.7% |
| 7D | +11.7% | -0.6% | +12.3% | +12.0% |
| 30D | +19.3% | -4.6% | +23.9% | +20.6% |
| 3M | +8.9% | -21.2% | +30.1% | +15.4% |
| 6M | +28.2% | -36.4% | +64.6% | +41.7% |
| YTD | +18.4% | -28.9% | +47.3% | +26.3% |
| 1Y | +20.6% | -29.5% | +50.1% | +28.9% |
| 3Y | -0.6% | -8.6% | +8.0% | -3.7% |
| 5Y | -19.7% | +20.2% | -40.0% | -29.3% |
| 10Y | +14.7% | +166.2% | -151.5% | -18.7% |
| All | +315.0% | +5,513.6% | -5,198.6% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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