+3.6%
NVT vs ZBRA
+25.3%
-21.7%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +0.9% | -13.6% | -12.9% |
| 7D | -19.5% | -13.6% | -5.9% | -16.8% |
| 30D | -32.4% | -11.5% | -20.9% | -30.4% |
| 3M | -30.3% | -9.9% | -20.5% | -28.7% |
| 6M | -30.4% | +48.6% | -79.0% | -37.7% |
| YTD | +11.3% | +36.9% | -25.6% | -1.4% |
| 1Y | +3.6% | +27.7% | -24.1% | -3.3% |
| All | +3.6% | +25.3% | -21.7% | -3.3% |
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