+82.5%
NUE vs ZBRA
+18.2%
+64.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.8% |
| 7D | +4.2% | +1.8% | +2.5% | +3.9% |
| 30D | -5.0% | -1.7% | -3.3% | -4.8% |
| 3M | -0.2% | +47.8% | -48.0% | -5.8% |
| 6M | +49.1% | +56.7% | -7.6% | +39.1% |
| YTD | +61.0% | +49.4% | +11.6% | +50.4% |
| 1Y | +82.5% | +16.5% | +66.0% | +68.5% |
| All | +82.5% | +18.2% | +64.4% | +68.5% |
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