+68.1%
NTAP vs ZBH
+11.3%
+56.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +13.5% | -15.1% | -0.9% |
| 7D | -16.1% | +14.3% | -30.4% | -15.3% |
| 30D | -15.9% | +20.3% | -36.2% | -15.1% |
| 3M | -1.2% | +15.3% | -16.5% | -0.2% |
| 6M | +70.1% | +33.9% | +36.1% | +70.7% |
| YTD | +77.9% | +23.5% | +54.5% | +78.9% |
| 1Y | +68.1% | +7.9% | +60.2% | +68.7% |
| All | +68.1% | +11.3% | +56.8% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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