+72.7%
NEM vs ZBH
-5.6%
+78.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.7% |
| 7D | +0.3% | -2.8% | +3.1% | +0.5% |
| 30D | +23.1% | -0.1% | +23.2% | +23.0% |
| 3M | +18.5% | +13.4% | +5.1% | +17.2% |
| 6M | +7.8% | +3.0% | +4.8% | +7.7% |
| YTD | +29.1% | +9.7% | +19.5% | +30.1% |
| 1Y | +72.7% | -5.4% | +78.1% | +72.7% |
| All | +72.7% | -5.6% | +78.3% | +72.7% |
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