+3,059.8%
NTRA vs ZBH
-16.2%
+3,075.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | +0.2% |
| 7D | +0.2% | -4.7% | +4.9% | +2.9% |
| 30D | +4.1% | -4.5% | +8.6% | +6.6% |
| 3M | +50.0% | +7.6% | +42.5% | +42.1% |
| 6M | +67.3% | +0.3% | +67.0% | +64.4% |
| YTD | +43.6% | +4.5% | +39.1% | +37.1% |
| 1Y | +89.2% | -9.4% | +98.6% | +93.3% |
| 3Y | +502.5% | -21.5% | +524.0% | +545.5% |
| 5Y | +173.8% | -28.4% | +202.2% | +208.5% |
| All | +3,059.8% | -16.2% | +3,075.9% | +2,728.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling