-62.3%
ZTS vs NVMI
+261.9%
-324.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | 0.0% |
| 7D | -3.7% | -0.1% | -3.7% | -3.7% |
| 30D | -0.8% | -8.4% | +7.6% | +0.1% |
| 3M | -9.7% | -33.6% | +23.8% | -5.7% |
| 6M | -38.4% | -14.7% | -23.7% | -38.3% |
| YTD | -41.1% | +13.2% | -54.3% | -43.9% |
| 1Y | -50.6% | +29.0% | -79.6% | -54.1% |
| 3Y | -59.1% | +215.0% | -274.1% | -71.0% |
| All | -62.3% | +261.9% | -324.2% | -75.3% |
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 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