-12.9%
NVTS vs ZBH
-33.8%
+20.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.3% | -1.6% | -2.7% |
| 7D | +0.5% | -6.6% | +7.0% | +3.9% |
| 30D | -18.0% | -4.9% | -13.1% | -16.1% |
| 3M | -45.6% | +5.1% | -50.7% | -48.9% |
| 6M | +28.5% | +1.3% | +27.1% | +24.2% |
| YTD | +56.2% | +3.4% | +52.8% | +48.9% |
| 1Y | +97.7% | -8.7% | +106.4% | +102.0% |
| 3Y | +35.0% | -21.2% | +56.2% | +48.4% |
| All | -12.9% | -33.8% | +20.9% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling