+41.5%
NU vs ZBRA
-42.1%
+83.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.5% | -3.5% |
| 7D | -4.9% | -3.4% | -1.5% | -3.5% |
| 30D | +7.8% | -7.4% | +15.2% | +11.3% |
| 3M | +20.9% | +57.5% | -36.6% | -5.0% |
| 6M | +0.9% | +64.0% | -63.1% | -23.6% |
| YTD | -12.7% | +44.3% | -57.0% | -30.3% |
| 1Y | -6.4% | +10.9% | -17.3% | -15.0% |
| 3Y | +98.1% | +37.5% | +60.6% | +44.8% |
| All | +41.5% | -42.1% | +83.6% | +163.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling