-67.1%
ZM vs NTRA
+172.0%
-239.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | -0.1% |
| 7D | -5.7% | +0.2% | -5.9% | -5.7% |
| 30D | -9.1% | +4.1% | -13.2% | -10.0% |
| 3M | +3.5% | +50.0% | -46.5% | -7.3% |
| 6M | +25.7% | +67.3% | -41.6% | +8.1% |
| YTD | +10.8% | +43.6% | -32.8% | -1.4% |
| 1Y | +12.8% | +89.2% | -76.5% | -7.2% |
| 3Y | +33.1% | +502.5% | -469.4% | -26.6% |
| All | -67.1% | +172.0% | -239.1% | -77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 NTRA 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