+358.7%
ALAB vs ZBRA
+20.7%
+338.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.2% | -5.1% | -5.2% |
| 7D | +0.6% | -3.8% | +4.4% | +3.2% |
| 30D | -8.8% | -10.2% | +1.4% | -2.2% |
| 3M | -14.0% | +58.7% | -72.7% | -37.4% |
| 6M | +144.3% | +61.9% | +82.4% | +71.2% |
| YTD | +71.0% | +41.7% | +29.4% | +26.9% |
| 1Y | +23.5% | +12.4% | +11.2% | +10.2% |
| All | +358.7% | +20.7% | +338.0% | +291.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling