+2,476.5%
NTAP vs ZBH
+272.6%
+2,203.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.9% | +5.8% | +3.5% |
| 7D | +3.3% | -5.2% | +8.5% | +5.4% |
| 30D | -0.2% | -2.4% | +2.2% | +0.7% |
| 3M | +11.4% | +8.3% | +3.1% | +6.9% |
| 6M | +88.7% | +0.7% | +88.0% | +85.2% |
| YTD | +78.9% | +5.3% | +73.6% | +72.0% |
| 1Y | +58.8% | -9.1% | +67.9% | +60.6% |
| 3Y | +153.5% | -19.7% | +173.2% | +162.7% |
| 5Y | +136.7% | -31.3% | +168.0% | +157.5% |
| 10Y | +590.2% | -18.9% | +609.1% | +558.7% |
| All | +2,476.5% | +272.6% | +2,203.9% | +1,232.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling