+165.6%
ZTS vs NVMI
+4,053.9%
-3,888.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | -0.2% |
| 7D | -3.8% | +6.9% | -10.7% | -4.9% |
| 30D | -2.0% | -2.8% | +0.8% | -1.8% |
| 3M | -10.2% | -27.3% | +17.1% | -6.3% |
| 6M | -39.4% | -13.7% | -25.7% | -39.4% |
| YTD | -40.8% | +13.8% | -54.7% | -44.4% |
| 1Y | -50.1% | +34.9% | -85.0% | -55.0% |
| 3Y | -58.9% | +213.5% | -272.4% | -71.8% |
| 5Y | -62.4% | +272.5% | -334.8% | -76.1% |
| 10Y | +58.8% | +3,142.4% | -3,083.6% | -41.8% |
| All | +165.6% | +4,053.9% | -3,888.3% | -2.5% |
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