+76.9%
NSC vs ZBRA
+58.4%
+18.6%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.3% | +1.0% |
| 7D | -3.4% | -2.5% | -1.0% | -2.9% |
| 30D | +3.6% | -17.0% | +20.6% | +7.3% |
| 3M | -1.4% | -15.0% | +13.6% | +1.5% |
| 6M | +6.0% | +42.2% | -36.2% | -3.9% |
| YTD | +15.5% | +32.4% | -16.9% | +5.8% |
| 1Y | +16.2% | +23.3% | -7.1% | +8.4% |
| 3Y | +76.9% | +55.9% | +21.1% | +48.5% |
| All | +76.9% | +58.4% | +18.6% | +48.5% |
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