+188.9%
AMAT vs ZBRA
+18.2%
+170.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.5% | +2.8% | +3.9% |
| 7D | -1.5% | +1.8% | -3.3% | -1.9% |
| 30D | -14.8% | -1.7% | -13.1% | -14.4% |
| 3M | -9.3% | +47.8% | -57.0% | -19.2% |
| 6M | +27.4% | +56.7% | -29.4% | +10.6% |
| YTD | +77.6% | +49.4% | +28.2% | +53.4% |
| 1Y | +188.9% | +16.5% | +172.4% | +178.8% |
| All | +188.9% | +18.2% | +170.8% | +178.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling