+13.7%
AR vs ZBRA
+25.3%
-11.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.9% | -7.2% | -6.2% |
| 7D | -11.1% | -13.6% | +2.5% | -12.2% |
| 30D | +7.9% | -11.5% | +19.4% | +6.8% |
| 3M | +4.9% | -9.9% | +14.7% | +4.1% |
| 6M | -5.3% | +48.6% | -53.9% | -0.5% |
| YTD | +8.6% | +36.9% | -28.3% | +13.5% |
| 1Y | +13.7% | +27.7% | -14.0% | +20.4% |
| All | +13.7% | +25.3% | -11.6% | +20.4% |
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 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