+85.2%
AZO vs ZBRA
-40.4%
+125.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.3% |
| 7D | -3.6% | -3.4% | -0.2% | -3.3% |
| 30D | -5.6% | -7.4% | +1.8% | -5.0% |
| 3M | -6.6% | +57.5% | -64.2% | -10.6% |
| 6M | -22.5% | +64.0% | -86.5% | -26.1% |
| YTD | -15.2% | +44.3% | -59.5% | -18.5% |
| 1Y | -33.9% | +10.9% | -44.8% | -35.2% |
| 3Y | +11.8% | +37.5% | -25.7% | +4.3% |
| All | +85.2% | -40.4% | +125.6% | +124.3% |
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 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