-8.2%
NVO vs ZBRA
+25.3%
-33.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.9% | +4.1% | +4.8% |
| 7D | +10.2% | -13.6% | +23.7% | +12.0% |
| 30D | +12.4% | -11.5% | +23.9% | +13.9% |
| 3M | -3.5% | -9.9% | +6.3% | -2.5% |
| 6M | -3.8% | +48.6% | -52.4% | -16.6% |
| YTD | -13.0% | +36.9% | -49.9% | -20.2% |
| 1Y | -8.2% | +27.7% | -35.9% | -13.4% |
| All | -8.2% | +25.3% | -33.5% | -13.4% |
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