+99.0%
NTRA vs ZBH
+11.3%
+87.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +13.5% | -12.9% | -1.1% |
| 7D | -7.9% | +14.3% | -22.1% | -9.5% |
| 30D | -8.1% | +20.3% | -28.4% | -10.6% |
| 3M | +42.1% | +15.3% | +26.8% | +39.0% |
| 6M | +84.8% | +33.9% | +50.9% | +74.4% |
| YTD | +70.7% | +23.5% | +47.2% | +64.7% |
| 1Y | +99.0% | +7.9% | +91.1% | +91.6% |
| All | +99.0% | +11.3% | +87.7% | +91.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling