+2.1%
AS vs ZBRA
+25.3%
-23.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +5.0% |
| 7D | +13.8% | -13.6% | +27.4% | +16.5% |
| 30D | +16.7% | -11.5% | +28.2% | +19.0% |
| 3M | -11.5% | -9.9% | -1.6% | -10.2% |
| 6M | -5.5% | +48.6% | -54.1% | -15.5% |
| YTD | -14.2% | +36.9% | -51.1% | -23.9% |
| 1Y | +2.1% | +27.7% | -25.6% | -7.4% |
| All | +2.1% | +25.3% | -23.2% | -7.4% |
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