+151.8%
NBIS vs ZBH
-7.7%
+159.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -1.1% |
| 7D | -0.8% | -4.7% | +3.9% | -2.6% |
| 30D | -13.4% | -4.5% | -8.9% | -14.7% |
| 3M | +1.0% | +7.6% | -6.5% | +3.7% |
| 6M | +100.5% | +0.3% | +100.2% | +105.8% |
| YTD | +168.3% | +4.5% | +163.7% | +185.0% |
| 1Y | +151.8% | -9.4% | +161.2% | +182.5% |
| All | +151.8% | -7.7% | +159.4% | +182.5% |
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