+7.9%
ZBH vs NVMI
-11.6%
+19.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -2.4% | +15.9% | +13.2% |
| 7D | +14.3% | -11.8% | +26.0% | +13.0% |
| 30D | +20.3% | -24.8% | +45.1% | +17.4% |
| 3M | +15.3% | -28.6% | +43.8% | +12.4% |
| 6M | +33.9% | -40.0% | +74.0% | +29.0% |
| YTD | +23.5% | -10.1% | +33.5% | +21.2% |
| 1Y | +7.9% | -9.8% | +17.6% | +6.4% |
| All | +7.9% | -11.6% | +19.5% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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