+2,770.9%
AVGO vs ZBRA
+435.2%
+2,335.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | -0.5% |
| 7D | +1.1% | -3.4% | +4.6% | +2.6% |
| 30D | -13.0% | -7.4% | -5.6% | -10.2% |
| 3M | -6.0% | +57.5% | -63.5% | -24.3% |
| 6M | +6.4% | +64.0% | -57.6% | -16.4% |
| YTD | +5.0% | +44.3% | -39.3% | -13.9% |
| 1Y | +1.4% | +10.9% | -9.5% | -7.1% |
| 3Y | +336.8% | +37.5% | +299.3% | +256.4% |
| 5Y | +698.2% | -39.7% | +737.9% | +790.5% |
| All | +2,770.9% | +435.2% | +2,335.7% | +1,479.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling