-38.6%
ZS vs NTRA
+172.0%
-210.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | +0.4% |
| 7D | -3.1% | +0.2% | -3.3% | -3.1% |
| 30D | -7.2% | +4.1% | -11.3% | -8.5% |
| 3M | +30.5% | +50.0% | -19.6% | +13.2% |
| 6M | +7.0% | +67.3% | -60.3% | -11.6% |
| YTD | -26.8% | +43.6% | -70.4% | -36.5% |
| 1Y | -42.6% | +89.2% | -131.8% | -54.7% |
| 3Y | -0.3% | +502.5% | -502.9% | -48.2% |
| All | -38.6% | +172.0% | -210.6% | -60.0% |
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