+2,494.8%
NVDL vs ZBRA
+27.1%
+2,467.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.2% | -4.5% | -4.5% |
| 7D | -8.7% | -3.8% | -4.9% | -6.3% |
| 30D | -1.3% | -10.2% | +8.9% | +5.9% |
| 3M | +11.4% | +58.7% | -47.3% | -21.6% |
| 6M | +22.9% | +61.9% | -39.0% | -15.8% |
| YTD | +15.4% | +41.7% | -26.3% | -14.7% |
| 1Y | +18.8% | +12.4% | +6.4% | +2.6% |
| 3Y | +641.4% | +34.2% | +607.2% | +502.9% |
| All | +2,494.8% | +27.1% | +2,467.6% | +1,801.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling