+41.5%
NU vs ZBH
-20.9%
+62.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.8% | -3.1% |
| 7D | -4.9% | -4.7% | -0.2% | -3.2% |
| 30D | +7.8% | -4.5% | +12.3% | +9.7% |
| 3M | +20.9% | +7.6% | +13.4% | +16.9% |
| 6M | +0.9% | +0.3% | +0.6% | -0.1% |
| YTD | -12.7% | +4.5% | -17.2% | -15.4% |
| 1Y | -6.4% | -9.4% | +3.0% | -4.7% |
| 3Y | +98.1% | -21.5% | +119.6% | +113.4% |
| All | +41.5% | -20.9% | +62.5% | +39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling