-30.2%
NVD vs ZBH
+11.3%
-41.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +13.5% | -7.0% | +3.5% |
| 7D | +15.0% | +14.3% | +0.7% | +11.5% |
| 30D | +39.3% | +20.3% | +19.0% | +34.1% |
| 3M | +3.1% | +15.3% | -12.1% | +0.2% |
| 6M | -19.0% | +33.9% | -52.9% | -21.0% |
| YTD | -35.5% | +23.5% | -59.0% | -38.3% |
| 1Y | -30.2% | +7.9% | -38.1% | -33.5% |
| All | -30.2% | +11.3% | -41.5% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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