+152.3%
ACN vs ZBRA
+382.3%
-230.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.4% |
| 7D | -3.8% | +0.6% | -4.5% | -4.1% |
| 30D | +16.5% | -14.0% | +30.6% | +21.6% |
| 3M | +41.5% | -14.7% | +56.1% | +47.7% |
| 6M | +60.1% | +31.3% | +28.8% | +43.8% |
| YTD | -3.9% | +33.4% | -37.4% | -15.1% |
| 1Y | +4.1% | +34.1% | -30.0% | -8.2% |
| 3Y | -15.9% | +59.9% | -75.8% | -33.7% |
| 5Y | -26.3% | -45.3% | +18.9% | -19.0% |
| All | +152.3% | +382.3% | -230.0% | +70.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling