+45.4%
NU vs ZBH
-21.8%
+67.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +1.0% |
| 7D | -4.2% | -6.6% | +2.3% | -1.8% |
| 30D | +10.0% | -4.9% | +15.0% | +12.2% |
| 3M | +29.3% | +5.1% | +24.1% | +26.1% |
| 6M | +0.9% | +1.3% | -0.4% | -0.6% |
| YTD | -10.3% | +3.4% | -13.6% | -12.7% |
| 1Y | -3.2% | -8.7% | +5.5% | -1.9% |
| 3Y | +120.6% | -21.2% | +141.8% | +135.9% |
| All | +45.4% | -21.8% | +67.2% | +44.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling