+2,490.2%
NVDL vs ZBRA
+29.5%
+2,460.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -1.4% |
| 7D | -10.3% | -3.4% | -6.9% | -8.3% |
| 30D | -7.1% | -7.4% | +0.3% | -2.3% |
| 3M | +6.6% | +57.5% | -50.9% | -24.5% |
| 6M | +21.1% | +64.0% | -42.9% | -17.7% |
| YTD | +15.2% | +44.3% | -29.1% | -15.8% |
| 1Y | +18.8% | +10.9% | +7.9% | +4.3% |
| 3Y | +649.9% | +37.5% | +612.4% | +500.4% |
| All | +2,490.2% | +29.5% | +2,460.7% | +1,775.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling