+1,508.8%
ZBRA vs NVMI
+1,965.6%
-456.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.3% | +1.6% |
| 7D | -3.4% | -0.1% | -3.3% | -3.4% |
| 30D | -7.4% | -8.4% | +1.0% | -6.3% |
| 3M | +57.5% | -33.6% | +91.1% | +65.7% |
| 6M | +64.0% | -14.7% | +78.7% | +65.8% |
| YTD | +44.3% | +13.2% | +31.1% | +39.6% |
| 1Y | +10.9% | +29.0% | -18.1% | +5.3% |
| 3Y | +37.5% | +215.0% | -177.5% | +14.5% |
| 5Y | -39.7% | +268.6% | -308.2% | -50.8% |
| 10Y | +429.9% | +3,124.7% | -2,694.8% | +249.3% |
| All | +1,508.8% | +1,965.6% | -456.8% | +653.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling