+712.5%
NVT vs ZBRA
+145.5%
+567.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.0% |
| 7D | +2.0% | -3.8% | +5.8% | +3.6% |
| 30D | -7.2% | -10.2% | +3.0% | -3.1% |
| 3M | -0.9% | +58.7% | -59.6% | -20.0% |
| 6M | +42.6% | +61.9% | -19.3% | +13.2% |
| YTD | +52.9% | +41.7% | +11.2% | +27.0% |
| 1Y | +64.5% | +12.4% | +52.1% | +50.0% |
| 3Y | +178.0% | +34.2% | +143.8% | +130.6% |
| 5Y | +402.8% | -40.8% | +443.5% | +467.2% |
| All | +712.5% | +145.5% | +567.0% | +404.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling