-21.5%
ZBH vs LNT
+46.9%
-68.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -4.7% | -1.0% | -3.6% | -4.3% |
| 30D | -4.5% | -4.2% | -0.3% | -2.8% |
| 3M | +7.6% | -6.7% | +14.2% | +10.9% |
| 6M | +0.3% | -3.6% | +3.9% | +1.8% |
| YTD | +4.5% | +5.9% | -1.4% | +2.0% |
| 1Y | -9.4% | +7.3% | -16.6% | -12.2% |
| 3Y | -21.5% | +46.5% | -68.0% | -33.9% |
| All | -21.5% | +46.9% | -68.4% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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