+2,376.3%
NTAP vs ZBH
+309.2%
+2,067.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.0% |
| 7D | +7.2% | -2.3% | +9.5% | +8.2% |
| 30D | -18.4% | +12.5% | -30.8% | -22.7% |
| 3M | -11.3% | +3.9% | -15.3% | -13.7% |
| 6M | +53.8% | +25.4% | +28.3% | +37.4% |
| YTD | +72.0% | +15.7% | +56.3% | +57.5% |
| 1Y | +68.0% | +15.2% | +52.9% | +54.1% |
| 3Y | +149.5% | +0.3% | +149.1% | +133.3% |
| 5Y | +125.6% | -16.1% | +141.6% | +123.9% |
| 10Y | +583.1% | +17.8% | +565.3% | +451.8% |
| All | +2,376.3% | +309.2% | +2,067.1% | +1,120.2% |
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