+21.3%
NOK vs ZBH
+11.3%
+10.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +13.5% | -16.1% | +2.3% |
| 7D | -10.4% | +14.3% | -24.7% | -5.7% |
| 30D | -19.0% | +20.3% | -39.3% | -12.7% |
| 3M | -16.7% | +15.3% | -32.0% | -11.1% |
| 6M | -37.1% | +33.9% | -71.1% | -30.6% |
| YTD | +27.7% | +23.5% | +4.2% | +41.6% |
| 1Y | +21.3% | +7.9% | +13.4% | +33.9% |
| All | +21.3% | +11.3% | +10.0% | +33.9% |
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