+7.7%
AS vs ZBRA
+23.4%
-15.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.5% | +1.7% | +2.9% |
| 7D | +5.8% | -9.5% | +15.4% | +7.5% |
| 30D | +15.4% | -15.6% | +31.0% | +18.5% |
| 3M | -11.9% | -13.2% | +1.3% | -10.0% |
| 6M | -9.9% | +44.5% | -54.5% | -18.6% |
| YTD | -13.1% | +34.5% | -47.6% | -22.4% |
| All | +7.7% | +23.4% | -15.7% | -1.9% |
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