+3,417.2%
ADSK vs ZBRA
+8,746.0%
-5,328.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.7% | +2.5% |
| 7D | -10.9% | -3.8% | -7.1% | -9.8% |
| 30D | -15.9% | -10.2% | -5.7% | -13.0% |
| 3M | -4.4% | +58.7% | -63.1% | -19.0% |
| 6M | -16.6% | +61.9% | -78.5% | -30.4% |
| YTD | -28.5% | +41.7% | -70.2% | -38.2% |
| 1Y | -34.6% | +12.4% | -47.0% | -39.5% |
| 3Y | -3.5% | +34.2% | -37.6% | -18.6% |
| 5Y | -25.6% | -40.8% | +15.2% | -19.6% |
| 10Y | +216.6% | +420.3% | -203.7% | +74.7% |
| All | +3,417.2% | +8,746.0% | -5,328.7% | +986.4% |
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