+138,924.6%
AMAT vs ZBRA
+9,227.6%
+129,697.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.5% | +2.8% | +3.7% |
| 7D | -1.5% | +1.8% | -3.3% | -2.2% |
| 30D | -14.8% | -1.7% | -13.1% | -14.2% |
| 3M | -9.3% | +47.8% | -57.0% | -23.6% |
| 6M | +27.4% | +56.7% | -29.4% | +4.1% |
| YTD | +77.6% | +49.4% | +28.2% | +46.2% |
| 1Y | +188.9% | +16.5% | +172.4% | +161.4% |
| 3Y | +202.3% | +31.5% | +170.8% | +156.4% |
| 5Y | +248.9% | -38.6% | +287.5% | +291.0% |
| 10Y | +1,585.2% | +421.0% | +1,164.3% | +761.0% |
| All | +138,924.6% | +9,227.6% | +129,697.0% | +24,049.4% |
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