+2,490.2%
NVDL vs ZBH
-25.0%
+2,515.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.1% |
| 7D | -10.3% | -4.7% | -5.7% | -10.5% |
| 30D | -7.1% | -4.5% | -2.6% | -7.3% |
| 3M | +6.6% | +7.6% | -1.0% | +6.3% |
| 6M | +21.1% | +0.3% | +20.8% | +21.3% |
| YTD | +15.2% | +4.5% | +10.7% | +15.4% |
| 1Y | +18.8% | -9.4% | +28.2% | +20.0% |
| 3Y | +649.9% | -21.5% | +671.4% | +675.3% |
| All | +2,490.2% | -25.0% | +2,515.2% | +2,524.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling