-10.8%
NVTS vs ZBRA
+25.3%
-36.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.9% | +8.1% | +8.6% |
| 7D | -0.3% | -13.6% | +13.3% | +5.9% |
| 30D | -24.4% | -11.5% | -12.9% | -20.4% |
| 3M | -26.5% | -9.9% | -16.6% | -23.1% |
| 6M | -41.4% | +48.6% | -90.0% | -51.2% |
| YTD | +30.7% | +36.9% | -6.2% | +9.9% |
| 1Y | -10.8% | +27.7% | -38.5% | -18.0% |
| All | -10.8% | +25.3% | -36.1% | -18.0% |
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