+16.7%
BABA vs ZBRA
+407.5%
-390.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.2% | -0.7% | -2.2% |
| 7D | -2.2% | -1.8% | -0.4% | -1.6% |
| 30D | -17.3% | -8.8% | -8.5% | -15.1% |
| 3M | -7.8% | +47.2% | -55.0% | -20.1% |
| 6M | -16.8% | +61.3% | -78.1% | -30.5% |
| YTD | -24.7% | +42.0% | -66.7% | -34.8% |
| 1Y | -24.9% | +10.5% | -35.4% | -29.7% |
| 3Y | +29.1% | +34.5% | -5.4% | +7.4% |
| 5Y | -30.5% | -40.3% | +9.8% | -26.5% |
| 10Y | +16.7% | +421.5% | -404.8% | -37.4% |
| All | +16.7% | +407.5% | -390.8% | -37.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling