+37.5%
NVTS vs ZBRA
+33.4%
+4.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.6% | -3.7% |
| 7D | +0.5% | -3.8% | +4.2% | +3.3% |
| 30D | -18.0% | -10.2% | -7.8% | -11.2% |
| 3M | -45.6% | +58.7% | -104.3% | -63.7% |
| 6M | +28.5% | +61.9% | -33.5% | -17.8% |
| YTD | +56.2% | +41.7% | +14.5% | +10.2% |
| 1Y | +97.7% | +12.4% | +85.3% | +73.0% |
| All | +37.5% | +33.4% | +4.0% | +6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling