+1,315.3%
AMAT vs ZBRA
+410.7%
+904.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +1.5% | +9.9% | +10.6% |
| 7D | -1.1% | -9.5% | +8.5% | +4.2% |
| 30D | -26.9% | -15.6% | -11.3% | -20.0% |
| 3M | -31.2% | -13.2% | -18.0% | -26.0% |
| 6M | -14.7% | +44.5% | -59.2% | -33.1% |
| YTD | +44.7% | +34.5% | +10.2% | +16.0% |
| 1Y | +62.0% | +25.9% | +36.1% | +34.8% |
| 3Y | +165.0% | +61.3% | +103.6% | +83.3% |
| 5Y | +147.1% | -45.2% | +192.3% | +206.7% |
| 10Y | +1,315.3% | +386.5% | +928.7% | +602.2% |
| All | +1,315.3% | +410.7% | +904.5% | +602.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling