+18.8%
NVDL vs ZBRA
+14.4%
+4.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.7% |
| 7D | -10.3% | -3.4% | -6.9% | -9.4% |
| 30D | -7.1% | -7.4% | +0.3% | -5.0% |
| 3M | +6.6% | +57.5% | -50.9% | -7.7% |
| 6M | +21.1% | +64.0% | -42.9% | +4.1% |
| YTD | +15.2% | +44.3% | -29.1% | +1.3% |
| 1Y | +18.8% | +10.9% | +7.9% | +5.9% |
| All | +18.8% | +14.4% | +4.4% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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