+28.0%
NBIS vs ZBH
+11.3%
+16.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +13.5% | -20.2% | -0.4% |
| 7D | -22.4% | +14.3% | -36.7% | -16.8% |
| 30D | -39.1% | +20.3% | -59.4% | -33.1% |
| 3M | -37.3% | +15.3% | -52.6% | -31.9% |
| 6M | -19.8% | +33.9% | -53.7% | -9.8% |
| YTD | +69.1% | +23.5% | +45.6% | +97.4% |
| 1Y | +28.0% | +7.9% | +20.1% | +42.1% |
| All | +28.0% | +11.3% | +16.7% | +42.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling