+65.5%
A vs ZBRA
+58.5%
+7.0%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | 0.0% |
| 7D | -0.5% | +0.6% | -1.1% | -0.6% |
| 30D | 0.0% | -14.0% | +14.0% | +4.0% |
| 3M | +16.7% | -14.7% | +31.4% | +21.5% |
| 6M | +54.8% | +31.3% | +23.5% | +39.0% |
| YTD | +28.8% | +33.4% | -4.6% | +13.4% |
| 1Y | +19.3% | +34.1% | -14.8% | +4.7% |
| 3Y | +65.5% | +59.9% | +5.6% | +29.7% |
| All | +65.5% | +58.5% | +7.0% | +29.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling