+1,711.9%
NTRA vs ZBRA
+205.5%
+1,506.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.0% | -1.2% |
| 7D | -0.5% | -3.8% | +3.3% | +1.1% |
| 30D | +4.3% | -10.2% | +14.5% | +8.9% |
| 3M | +50.6% | +58.7% | -8.0% | +21.1% |
| 6M | +63.9% | +61.9% | +2.0% | +29.0% |
| YTD | +42.4% | +41.7% | +0.7% | +16.9% |
| 1Y | +92.1% | +12.4% | +79.7% | +73.7% |
| 3Y | +501.7% | +34.2% | +467.5% | +376.4% |
| 5Y | +171.4% | -40.8% | +212.2% | +200.6% |
| 10Y | +3,161.4% | +420.3% | +2,741.1% | +1,760.9% |
| All | +1,711.9% | +205.5% | +1,506.4% | +1,045.1% |
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