+116.1%
ALL vs ZBRA
-40.4%
+156.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.3% |
| 7D | -2.2% | -1.8% | -0.4% | -2.0% |
| 30D | -5.6% | -8.8% | +3.2% | -4.7% |
| 3M | +17.2% | +47.2% | -30.0% | +11.9% |
| 6M | +23.2% | +61.3% | -38.1% | +16.1% |
| YTD | +23.6% | +42.0% | -18.4% | +17.8% |
| 1Y | +29.2% | +10.5% | +18.7% | +26.6% |
| 3Y | +153.8% | +34.5% | +119.3% | +135.8% |
| 5Y | +116.1% | -40.3% | +156.4% | +116.5% |
| All | +116.1% | -40.4% | +156.5% | +116.5% |
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