+19,285.3%
NTAP vs ZBRA
+2,270.7%
+17,014.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.5% | -3.4% |
| 7D | +7.2% | +0.6% | +6.6% | +6.8% |
| 30D | -18.4% | -14.0% | -4.3% | -12.7% |
| 3M | -11.3% | -14.7% | +3.3% | -4.9% |
| 6M | +53.8% | +31.3% | +22.5% | +32.4% |
| YTD | +72.0% | +33.4% | +38.5% | +44.2% |
| 1Y | +68.0% | +34.1% | +33.9% | +40.6% |
| 3Y | +149.5% | +59.9% | +89.6% | +83.9% |
| 5Y | +125.6% | -45.3% | +170.8% | +156.8% |
| 10Y | +583.1% | +384.4% | +198.7% | +156.5% |
| All | +19,285.3% | +2,270.7% | +17,014.6% | +2,317.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling