+649.9%
NVDL vs ZBH
-20.7%
+670.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.1% |
| 7D | -10.3% | -4.7% | -5.7% | -10.8% |
| 30D | -7.1% | -4.5% | -2.6% | -7.6% |
| 3M | +6.6% | +7.6% | -1.0% | +7.0% |
| 6M | +21.1% | +0.3% | +20.8% | +21.6% |
| YTD | +15.2% | +4.5% | +10.7% | +16.2% |
| 1Y | +18.8% | -9.4% | +28.2% | +19.6% |
| 3Y | +649.9% | -21.5% | +671.4% | +684.2% |
| All | +649.9% | -20.7% | +670.6% | +684.2% |
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