+622.5%
NEM vs ZBRA
+8,767.1%
-8,144.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +1.4% |
| 7D | +3.1% | -1.8% | +4.8% | +3.2% |
| 30D | +10.0% | -8.8% | +18.8% | +10.7% |
| 3M | +30.9% | +47.2% | -16.3% | +26.8% |
| 6M | +10.5% | +61.3% | -50.8% | +6.2% |
| YTD | +29.7% | +42.0% | -12.3% | +25.5% |
| 1Y | +71.1% | +10.5% | +60.7% | +68.5% |
| 3Y | +252.1% | +34.5% | +217.6% | +238.6% |
| 5Y | +157.7% | -40.3% | +198.0% | +158.5% |
| 10Y | +319.4% | +421.5% | -102.2% | +259.4% |
| All | +622.5% | +8,767.1% | -8,144.6% | +440.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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