+173.5%
NTRA vs ZBH
-28.6%
+202.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | +0.4% |
| 7D | +0.2% | -4.7% | +4.9% | +2.3% |
| 30D | +4.1% | -4.5% | +8.6% | +6.0% |
| 3M | +50.0% | +7.6% | +42.5% | +43.9% |
| 6M | +67.3% | +0.3% | +67.0% | +65.2% |
| YTD | +43.6% | +4.5% | +39.1% | +38.7% |
| 1Y | +89.2% | -9.4% | +98.6% | +93.0% |
| 3Y | +502.5% | -21.5% | +524.0% | +548.7% |
| All | +173.5% | -28.6% | +202.2% | +193.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling