+48.4%
NU vs ZBRA
-41.7%
+90.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.6% | +1.0% |
| 7D | +6.0% | +2.6% | +3.4% | +4.9% |
| 30D | +10.8% | -6.4% | +17.1% | +13.8% |
| 3M | +32.2% | +51.3% | -19.1% | +5.9% |
| 6M | +5.1% | +60.5% | -55.4% | -19.5% |
| YTD | -8.4% | +45.2% | -53.6% | -27.1% |
| 1Y | +0.7% | +12.3% | -11.6% | -9.2% |
| 3Y | +125.1% | +37.5% | +87.6% | +64.8% |
| All | +48.4% | -41.7% | +90.1% | +175.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling