+2,494.8%
NVDL vs ZBH
-25.9%
+2,520.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.3% | -2.4% | -4.8% |
| 7D | -8.7% | -6.6% | -2.1% | -8.9% |
| 30D | -1.3% | -4.9% | +3.6% | -1.5% |
| 3M | +11.4% | +5.1% | +6.2% | +11.1% |
| 6M | +22.9% | +1.3% | +21.5% | +23.1% |
| YTD | +15.4% | +3.4% | +12.1% | +15.6% |
| 1Y | +18.8% | -8.7% | +27.4% | +19.8% |
| 3Y | +641.4% | -21.2% | +662.6% | +660.2% |
| All | +2,494.8% | -25.9% | +2,520.7% | +2,528.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling