+113.0%
NVTS vs ZBRA
+18.2%
+94.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.5% | +4.8% | +5.6% |
| 7D | +2.7% | +1.8% | +0.9% | +1.9% |
| 30D | -4.5% | -1.7% | -2.8% | -3.4% |
| 3M | -61.5% | +47.8% | -109.3% | -69.0% |
| 6M | +28.0% | +56.7% | -28.8% | -1.9% |
| YTD | +65.3% | +49.4% | +15.9% | +28.1% |
| 1Y | +113.0% | +16.5% | +96.5% | +107.4% |
| All | +113.0% | +18.2% | +94.8% | +107.4% |
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 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