+90.3%
ZETA vs NVMI
-11.6%
+101.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +5.0% | +2.9% |
| 7D | -5.0% | -11.8% | +6.8% | -3.8% |
| 30D | -3.3% | -24.8% | +21.5% | -0.8% |
| 3M | +31.0% | -28.6% | +59.6% | +35.2% |
| 6M | +72.2% | -40.0% | +112.2% | +74.0% |
| YTD | +56.2% | -10.1% | +66.2% | +22.5% |
| 1Y | +90.3% | -9.8% | +100.1% | +48.3% |
| All | +90.3% | -11.6% | +101.9% | +48.3% |
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