+87.8%
NUE vs ZBRA
+25.3%
+62.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -2.9% | -2.2% |
| 7D | -1.4% | -13.6% | +12.2% | +0.9% |
| 30D | +6.6% | -11.5% | +18.1% | +8.6% |
| 3M | -2.0% | -9.9% | +7.9% | -0.5% |
| 6M | +19.2% | +48.6% | -29.4% | +11.4% |
| YTD | +65.6% | +36.9% | +28.7% | +54.3% |
| 1Y | +87.8% | +27.7% | +60.2% | +80.0% |
| All | +87.8% | +25.3% | +62.6% | +80.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling