+231.7%
ZBRA vs NTR
+98.7%
+133.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.2% | +0.6% |
| 7D | -3.8% | -2.5% | -1.3% | -3.0% |
| 30D | -10.2% | +17.0% | -27.2% | -15.3% |
| 3M | +58.7% | +22.2% | +36.5% | +46.9% |
| 6M | +61.9% | +5.2% | +56.7% | +56.8% |
| YTD | +41.7% | +29.7% | +12.0% | +25.5% |
| 1Y | +12.4% | +39.4% | -27.0% | -3.7% |
| 3Y | +34.2% | +38.2% | -4.0% | +12.4% |
| 5Y | -40.8% | +47.6% | -88.4% | -56.4% |
| All | +231.7% | +98.7% | +133.0% | +94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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