+575.6%
NUE vs ZBRA
+435.2%
+140.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.3% | +0.9% |
| 7D | -0.6% | -3.4% | +2.8% | +0.6% |
| 30D | -4.6% | -7.4% | +2.8% | -2.0% |
| 3M | -0.3% | +57.5% | -57.8% | -16.6% |
| 6M | +51.9% | +64.0% | -12.1% | +24.0% |
| YTD | +60.0% | +44.3% | +15.7% | +35.6% |
| 1Y | +82.9% | +10.9% | +72.0% | +69.5% |
| 3Y | +66.0% | +37.5% | +28.5% | +36.4% |
| 5Y | +149.0% | -39.7% | +188.6% | +168.8% |
| All | +575.6% | +435.2% | +140.4% | +226.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling