-31.9%
ADSK vs ZBRA
+18.2%
-50.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +1.5% | -9.7% | -8.4% |
| 7D | -16.4% | +1.8% | -18.2% | -16.6% |
| 30D | -9.2% | -1.7% | -7.5% | -9.0% |
| 3M | -6.7% | +47.8% | -54.5% | -11.8% |
| 6M | -15.5% | +56.7% | -72.3% | -20.9% |
| YTD | -26.4% | +49.4% | -75.8% | -31.1% |
| 1Y | -31.9% | +16.5% | -48.4% | -33.7% |
| All | -31.9% | +18.2% | -50.0% | -33.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling