+46,185.2%
ADI vs ZBRA
+8,965.3%
+37,219.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +1.3% |
| 7D | +2.4% | +2.6% | -0.1% | +1.5% |
| 30D | -6.6% | -6.4% | -0.2% | -4.5% |
| 3M | -9.8% | +51.3% | -61.1% | -23.2% |
| 6M | +15.7% | +60.5% | -44.8% | -4.1% |
| YTD | +35.1% | +45.2% | -10.1% | +15.1% |
| 1Y | +47.7% | +12.3% | +35.4% | +37.2% |
| 3Y | +114.5% | +37.5% | +76.9% | +82.7% |
| 5Y | +141.2% | -39.2% | +180.4% | +163.9% |
| 10Y | +611.3% | +417.0% | +194.3% | +269.1% |
| All | +46,185.2% | +8,965.3% | +37,219.9% | +10,746.1% |
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