+187.5%
NVT vs ZBH
-20.7%
+208.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.1% | +3.5% | +4.7% |
| 7D | +4.1% | -4.7% | +8.7% | +3.9% |
| 30D | -5.1% | -4.5% | -0.6% | -5.3% |
| 3M | -1.2% | +7.6% | -8.7% | -1.6% |
| 6M | +46.6% | +0.3% | +46.3% | +46.6% |
| YTD | +60.0% | +4.5% | +55.5% | +60.0% |
| 1Y | +70.8% | -9.4% | +80.2% | +71.8% |
| 3Y | +187.5% | -21.5% | +209.0% | +214.0% |
| All | +187.5% | -20.7% | +208.2% | +214.0% |
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 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