+430.1%
B vs ZBRA
+8,164.1%
-7,734.0%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.6% | -4.5% | -6.0% |
| 7D | +7.1% | -2.5% | +9.6% | +7.3% |
| 30D | -3.3% | -17.0% | +13.7% | -2.0% |
| 3M | -2.5% | -15.0% | +12.5% | -1.4% |
| 6M | -7.2% | +42.2% | -49.4% | -9.9% |
| YTD | -7.4% | +32.4% | -39.7% | -9.8% |
| 1Y | +16.4% | +23.3% | -6.9% | +13.9% |
| 3Y | +178.7% | +55.9% | +122.8% | +165.7% |
| 5Y | +121.7% | -44.8% | +166.5% | +124.0% |
| 10Y | +208.6% | +371.4% | -162.8% | +164.1% |
| All | +430.1% | +8,164.1% | -7,734.0% | +289.0% |
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