-54.8%
ZTS vs NVDX
+772.1%
-826.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -3.7% | -10.2% | +6.5% | -3.6% |
| 30D | -0.8% | -7.3% | +6.6% | -0.7% |
| 3M | -9.7% | +5.5% | -15.3% | -9.9% |
| 6M | -38.4% | +18.3% | -56.7% | -38.9% |
| YTD | -41.1% | +11.4% | -52.5% | -41.6% |
| 1Y | -50.6% | +12.7% | -63.3% | -51.0% |
| All | -54.8% | +772.1% | -826.9% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 3y: compounded portfolio wealth divided by compounded NVDX 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…
3y analysis · Full analysis span regression · 6 months rolling