+565.7%
AMZN vs ZBRA
+435.2%
+130.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | +0.1% | +1.3% |
| 7D | -0.7% | -3.4% | +2.7% | +0.5% |
| 30D | -3.9% | -7.4% | +3.5% | -1.4% |
| 3M | +6.3% | +57.5% | -51.2% | -12.1% |
| 6M | +20.8% | +64.0% | -43.2% | -2.6% |
| YTD | +11.2% | +44.3% | -33.0% | -6.8% |
| 1Y | +11.7% | +10.9% | +0.8% | +2.9% |
| 3Y | +79.4% | +37.5% | +41.9% | +46.3% |
| 5Y | +48.0% | -39.7% | +87.7% | +57.3% |
| All | +565.7% | +435.2% | +130.4% | +260.4% |
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 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