+149.4%
NTAP vs ZBRA
+33.8%
+115.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -1.6% |
| 7D | +2.2% | -1.8% | +4.0% | +2.8% |
| 30D | -7.0% | -8.8% | +1.8% | -4.1% |
| 3M | +12.3% | +47.2% | -34.9% | -3.7% |
| 6M | +85.1% | +61.3% | +23.8% | +52.2% |
| YTD | +74.8% | +42.0% | +32.8% | +49.6% |
| 1Y | +52.7% | +10.5% | +42.2% | +43.8% |
| All | +149.4% | +33.8% | +115.7% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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