-52.9%
NVO vs ZBH
-20.7%
-32.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.3% | -2.4% |
| 7D | -7.6% | -4.7% | -2.9% | -6.6% |
| 30D | -6.0% | -4.5% | -1.5% | -5.0% |
| 3M | -0.8% | +7.6% | -8.3% | -2.4% |
| 6M | +16.5% | +0.3% | +16.2% | +15.8% |
| YTD | -11.1% | +4.5% | -15.7% | -12.7% |
| 1Y | -16.7% | -9.4% | -7.3% | -15.7% |
| 3Y | -52.9% | -21.5% | -31.4% | -52.3% |
| All | -52.9% | -20.7% | -32.2% | -52.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling