-12.3%
AMRZ vs ZBRA
+25.3%
-37.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.3% | +5.0% |
| 7D | +10.3% | -13.6% | +23.9% | +13.2% |
| 30D | +18.7% | -11.5% | +30.2% | +21.2% |
| 3M | -14.6% | -9.9% | -4.8% | -13.2% |
| 6M | -12.9% | +48.6% | -61.5% | -22.2% |
| YTD | -17.4% | +36.9% | -54.3% | -26.2% |
| 1Y | -12.3% | +27.7% | -40.0% | -19.2% |
| All | -12.3% | +25.3% | -37.6% | -19.2% |
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 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