+3,716.0%
ALL vs ZBRA
+4,341.7%
-625.7%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.6% |
| 7D | 0.0% | +1.8% | -1.7% | -0.3% |
| 30D | -1.5% | -1.7% | +0.2% | -1.3% |
| 3M | +23.6% | +47.8% | -24.1% | +13.6% |
| 6M | +22.3% | +56.7% | -34.4% | +10.7% |
| YTD | +26.5% | +49.4% | -22.9% | +15.0% |
| 1Y | +27.0% | +16.5% | +10.5% | +20.4% |
| 3Y | +149.6% | +31.5% | +118.1% | +123.9% |
| 5Y | +118.1% | -38.6% | +156.7% | +121.0% |
| 10Y | +369.0% | +421.0% | -52.0% | +198.5% |
| All | +3,716.0% | +4,341.7% | -625.7% | +1,518.6% |
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 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