+123.4%
AS vs ZBRA
+35.3%
+88.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.9% | -2.8% | -1.6% |
| 7D | -4.9% | +0.6% | -5.5% | -5.1% |
| 30D | +3.9% | -14.0% | +17.9% | +9.6% |
| 3M | -9.6% | -14.7% | +5.1% | -4.6% |
| 6M | -8.7% | +31.3% | -40.0% | -21.4% |
| YTD | -19.8% | +33.4% | -53.3% | -32.9% |
| 1Y | -1.5% | +34.1% | -35.7% | -18.1% |
| All | +123.4% | +35.3% | +88.2% | +79.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling