+3.6%
NVT vs ZBH
+11.3%
-7.7%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +13.5% | -26.2% | -7.8% |
| 7D | -19.5% | +14.3% | -33.8% | -14.8% |
| 30D | -32.4% | +20.3% | -52.7% | -27.3% |
| 3M | -30.3% | +15.3% | -45.6% | -25.6% |
| 6M | -30.4% | +33.9% | -64.4% | -25.1% |
| YTD | +11.3% | +23.5% | -12.1% | +21.8% |
| 1Y | +3.6% | +7.9% | -4.3% | +12.0% |
| All | +3.6% | +11.3% | -7.7% | +12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling