+67.9%
NI vs ZBRA
+35.9%
+32.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.9% | -0.1% |
| 7D | 0.0% | -3.4% | +3.5% | +0.3% |
| 30D | -1.4% | -7.4% | +6.0% | -0.9% |
| 3M | -10.6% | +57.5% | -68.1% | -13.9% |
| 6M | -9.3% | +64.0% | -73.3% | -13.3% |
| YTD | +1.1% | +44.3% | -43.2% | -2.3% |
| 1Y | +3.4% | +10.9% | -7.5% | +2.2% |
| 3Y | +67.9% | +37.5% | +30.4% | +51.7% |
| All | +67.9% | +35.9% | +32.0% | +51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling