+127.9%
NTAP vs ZBH
-16.1%
+144.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.3% |
| 7D | +7.2% | -2.3% | +9.5% | +7.6% |
| 30D | -18.4% | +12.5% | -30.8% | -20.3% |
| 3M | -11.3% | +3.9% | -15.3% | -12.2% |
| 6M | +53.8% | +25.4% | +28.3% | +45.3% |
| YTD | +72.0% | +15.7% | +56.3% | +64.9% |
| 1Y | +68.0% | +15.2% | +52.9% | +61.2% |
| 3Y | +149.5% | +0.3% | +149.1% | +140.2% |
| All | +127.9% | -16.1% | +144.1% | +125.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling