+96.9%
AU vs ZBRA
+18.2%
+78.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.5% | -3.8% | -2.4% |
| 7D | -3.6% | +1.8% | -5.4% | -3.8% |
| 30D | +23.9% | -1.7% | +25.6% | +23.9% |
| 3M | +19.1% | +47.8% | -28.7% | +15.2% |
| 6M | -0.2% | +56.7% | -56.9% | -4.5% |
| YTD | +32.5% | +49.4% | -16.9% | +25.3% |
| 1Y | +96.9% | +16.5% | +80.4% | +91.7% |
| All | +96.9% | +18.2% | +78.8% | +91.7% |
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 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