-99.1%
NVD vs ZBH
-20.7%
-78.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | +0.1% |
| 7D | +10.8% | -4.7% | +15.5% | +11.4% |
| 30D | +0.8% | -4.5% | +5.3% | +1.3% |
| 3M | -20.8% | +7.6% | -28.4% | -21.0% |
| 6M | -41.2% | +0.3% | -41.4% | -41.3% |
| YTD | -44.2% | +4.5% | -48.7% | -44.6% |
| 1Y | -54.2% | -9.4% | -44.8% | -54.3% |
| 3Y | -99.1% | -21.5% | -77.7% | -99.2% |
| All | -99.1% | -20.7% | -78.4% | -99.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling