+712.5%
NVT vs ZBH
-8.7%
+721.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.2% | -1.1% |
| 7D | +2.0% | -6.6% | +8.6% | +5.0% |
| 30D | -7.2% | -4.9% | -2.2% | -5.4% |
| 3M | -0.9% | +5.1% | -6.0% | -4.9% |
| 6M | +42.6% | +1.3% | +41.2% | +38.2% |
| YTD | +52.9% | +3.4% | +49.5% | +46.1% |
| 1Y | +64.5% | -8.7% | +73.2% | +64.7% |
| 3Y | +178.0% | -21.2% | +199.2% | +190.1% |
| 5Y | +402.8% | -29.2% | +432.0% | +445.8% |
| All | +712.5% | -8.7% | +721.2% | +612.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling