+337.5%
AMD vs ZBRA
-38.9%
+376.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.5% | +3.2% | +3.9% |
| 7D | +2.6% | +1.8% | +0.8% | +1.6% |
| 30D | -0.9% | -1.7% | +0.8% | -0.1% |
| 3M | -8.7% | +47.8% | -56.5% | -28.9% |
| 6M | +136.3% | +56.7% | +79.6% | +75.1% |
| YTD | +123.0% | +49.4% | +73.6% | +66.3% |
| 1Y | +195.2% | +16.5% | +178.6% | +155.0% |
| 3Y | +336.3% | +31.5% | +304.9% | +232.3% |
| All | +337.5% | -38.9% | +376.4% | +512.7% |
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