+1,711.9%
NTRA vs ZBH
-5.2%
+1,717.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | 0.0% |
| 7D | -0.5% | -6.6% | +6.1% | +3.4% |
| 30D | +4.3% | -4.9% | +9.2% | +7.1% |
| 3M | +50.6% | +5.1% | +45.5% | +44.5% |
| 6M | +63.9% | +1.3% | +62.6% | +60.0% |
| YTD | +42.4% | +3.4% | +39.0% | +36.7% |
| 1Y | +92.1% | -8.7% | +100.8% | +95.1% |
| 3Y | +501.7% | -21.2% | +522.9% | +541.8% |
| 5Y | +171.4% | -29.2% | +200.6% | +207.9% |
| 10Y | +3,161.4% | -17.5% | +3,178.9% | +2,884.1% |
| All | +1,711.9% | -5.2% | +1,717.1% | +1,562.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling