+153.7%
ALL vs ZBRA
+34.1%
+119.6%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.8% | +0.5% | -2.2% |
| 7D | -1.7% | +2.6% | -4.3% | -1.8% |
| 30D | -4.7% | -6.4% | +1.7% | -4.4% |
| 3M | +18.4% | +51.3% | -32.9% | +15.8% |
| 6M | +20.5% | +60.5% | -40.0% | +17.3% |
| YTD | +23.5% | +45.2% | -21.6% | +20.8% |
| 1Y | +29.0% | +12.3% | +16.6% | +27.9% |
| 3Y | +153.7% | +37.5% | +116.2% | +148.2% |
| All | +153.7% | +34.1% | +119.6% | +148.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling