+140.9%
NOK vs ZBH
-7.7%
+148.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.1% | +3.7% | +5.2% |
| 7D | +11.0% | -4.7% | +15.6% | +9.4% |
| 30D | +7.8% | -4.5% | +12.3% | +6.4% |
| 3M | -21.0% | +7.6% | -28.6% | -19.2% |
| 6M | +40.9% | +0.3% | +40.6% | +45.1% |
| YTD | +72.0% | +4.5% | +67.5% | +78.4% |
| 1Y | +140.9% | -9.4% | +150.3% | +146.0% |
| All | +140.9% | -7.7% | +148.6% | +146.0% |
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