-39.6%
ZBRA vs NVMI
+261.9%
-301.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.3% | +1.3% |
| 7D | -3.4% | -0.1% | -3.3% | -3.4% |
| 30D | -7.4% | -8.4% | +1.0% | -4.7% |
| 3M | +57.5% | -33.6% | +91.1% | +79.4% |
| 6M | +64.0% | -14.7% | +78.7% | +66.1% |
| YTD | +44.3% | +13.2% | +31.1% | +27.3% |
| 1Y | +10.9% | +29.0% | -18.1% | -8.1% |
| 3Y | +37.5% | +215.0% | -177.5% | -33.4% |
| All | -39.6% | +261.9% | -301.5% | -73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling