+149.4%
NTAP vs ZBH
-19.7%
+169.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.4% |
| 7D | +2.2% | -4.9% | +7.1% | +2.6% |
| 30D | -7.0% | -3.2% | -3.8% | -6.8% |
| 3M | +12.3% | +5.8% | +6.5% | +11.5% |
| 6M | +85.1% | +2.0% | +83.1% | +84.4% |
| YTD | +74.8% | +5.8% | +69.0% | +73.2% |
| 1Y | +52.7% | -7.9% | +60.6% | +52.9% |
| All | +149.4% | -19.7% | +169.2% | +148.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling