+565.2%
A vs ZBRA
+1,038.0%
-472.7%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | -0.2% |
| 7D | -0.5% | +0.6% | -1.1% | -0.7% |
| 30D | 0.0% | -14.0% | +14.0% | +5.4% |
| 3M | +16.7% | -14.7% | +31.4% | +23.0% |
| 6M | +54.8% | +31.3% | +23.5% | +35.8% |
| YTD | +28.8% | +33.4% | -4.6% | +10.8% |
| 1Y | +19.3% | +34.1% | -14.8% | +2.4% |
| 3Y | +65.5% | +59.9% | +5.6% | +28.1% |
| 5Y | +12.1% | -45.3% | +57.3% | +24.0% |
| 10Y | +305.4% | +384.4% | -79.1% | +79.4% |
| All | +565.2% | +1,038.0% | -472.7% | +64.0% |
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