-59.2%
ZTS vs NVMI
+203.1%
-262.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.5% |
| 7D | -4.5% | +3.8% | -8.3% | -4.7% |
| 30D | -3.3% | -7.6% | +4.3% | -3.0% |
| 3M | -9.7% | -28.0% | +18.3% | -8.3% |
| 6M | -38.8% | -15.3% | -23.5% | -38.8% |
| YTD | -41.2% | +11.5% | -52.6% | -42.6% |
| 1Y | -50.3% | +31.6% | -81.9% | -52.2% |
| All | -59.2% | +203.1% | -262.3% | -67.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling