+262,336.6%
AMZN vs ZBRA
+2,659.0%
+259,677.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | +0.4% |
| 7D | +0.8% | +2.6% | -1.8% | -0.2% |
| 30D | -6.4% | -6.4% | 0.0% | -4.2% |
| 3M | +4.8% | +51.3% | -46.5% | -12.5% |
| 6M | +20.5% | +60.5% | -40.0% | -2.5% |
| YTD | +11.3% | +45.2% | -33.9% | -7.4% |
| 1Y | +9.0% | +12.3% | -3.4% | -0.8% |
| 3Y | +85.9% | +37.5% | +48.4% | +51.3% |
| 5Y | +45.8% | -39.2% | +85.0% | +57.0% |
| 10Y | +555.5% | +417.0% | +138.5% | +191.1% |
| All | +262,336.6% | +2,659.0% | +259,677.5% | +40,378.7% |
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 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