+46.6%
NVT vs ZYBT
+96.2%
-49.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.5% | +7.2% | +4.6% |
| 7D | +4.1% | -3.7% | +7.8% | +4.1% |
| 30D | -5.1% | 0.0% | -5.1% | -5.1% |
| 3M | -1.2% | +72.2% | -73.4% | +0.9% |
| 6M | +46.6% | +103.1% | -56.6% | +42.3% |
| All | +46.6% | +96.2% | -49.6% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 6mo: compounded portfolio wealth divided by compounded ZYBT 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…
6mo analysis · Full analysis span regression · 6 months rolling