+651.5%
ADI vs ZBRA
+435.2%
+216.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.8% | +3.0% | +4.0% |
| 7D | +4.6% | -3.4% | +8.0% | +6.2% |
| 30D | -1.2% | -7.4% | +6.2% | +2.2% |
| 3M | -7.8% | +57.5% | -65.3% | -26.4% |
| 6M | +19.3% | +64.0% | -44.6% | -7.2% |
| YTD | +40.9% | +44.3% | -3.4% | +14.7% |
| 1Y | +54.5% | +10.9% | +43.6% | +41.3% |
| 3Y | +123.4% | +37.5% | +85.9% | +79.5% |
| 5Y | +142.3% | -39.7% | +182.0% | +170.5% |
| All | +651.5% | +435.2% | +216.3% | +275.2% |
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