+118.0%
NOK vs ZBH
-5.6%
+123.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.5% | +2.4% |
| 7D | -1.8% | -2.8% | +1.1% | -2.6% |
| 30D | +4.7% | -0.1% | +4.8% | +4.7% |
| 3M | -39.7% | +13.4% | -53.1% | -37.3% |
| 6M | +23.1% | +3.0% | +20.1% | +28.3% |
| YTD | +55.0% | +9.7% | +45.4% | +63.0% |
| 1Y | +118.0% | -5.4% | +123.4% | +126.3% |
| All | +118.0% | -5.6% | +123.7% | +126.3% |
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