+649.9%
NVDL vs ZBRA
+35.9%
+614.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -1.4% |
| 7D | -10.3% | -3.4% | -6.9% | -8.2% |
| 30D | -7.1% | -7.4% | +0.3% | -2.1% |
| 3M | +6.6% | +57.5% | -50.9% | -25.7% |
| 6M | +21.1% | +64.0% | -42.9% | -19.3% |
| YTD | +15.2% | +44.3% | -29.1% | -17.2% |
| 1Y | +18.8% | +10.9% | +7.9% | +4.4% |
| 3Y | +649.9% | +37.5% | +612.4% | +544.6% |
| All | +649.9% | +35.9% | +614.0% | +544.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling