+31,416.6%
AVGO vs ZBRA
+1,455.5%
+29,961.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.4% |
| 7D | -3.0% | +1.8% | -4.7% | -3.8% |
| 30D | -14.4% | -1.7% | -12.7% | -13.8% |
| 3M | -14.4% | +47.8% | -62.2% | -29.2% |
| 6M | +13.1% | +56.7% | -43.6% | -9.7% |
| YTD | +3.8% | +49.4% | -45.6% | -16.4% |
| 1Y | +17.8% | +16.5% | +1.2% | +5.1% |
| 3Y | +325.3% | +31.5% | +293.8% | +252.3% |
| 5Y | +689.9% | -38.6% | +728.5% | +774.9% |
| 10Y | +2,597.0% | +421.0% | +2,176.0% | +1,001.3% |
| All | +31,416.6% | +1,455.5% | +29,961.1% | +5,455.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling