+212.0%
NXT vs ZBRA
+0.6%
+211.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +0.8% |
| 7D | -9.4% | +0.6% | -10.0% | -9.5% |
| 30D | +15.1% | -14.0% | +29.1% | +21.4% |
| 3M | -9.1% | -14.7% | +5.5% | -3.8% |
| 6M | -30.3% | +31.3% | -61.6% | -37.7% |
| YTD | +9.1% | +33.4% | -24.3% | -4.4% |
| 1Y | +7.9% | +34.1% | -26.2% | -5.6% |
| 3Y | +176.5% | +59.9% | +116.6% | +114.8% |
| All | +212.0% | +0.6% | +211.4% | +178.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling