+36.3%
BABA vs ZBRA
+50.6%
-14.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +11.6% | -10.9% | +22.5% | +14.1% |
| 30D | +2.3% | -16.6% | +18.9% | +5.9% |
| 3M | -13.7% | -11.6% | -2.1% | -11.9% |
| 6M | -21.9% | +40.2% | -62.1% | -28.9% |
| YTD | -24.6% | +32.6% | -57.3% | -30.8% |
| 1Y | -34.1% | +24.7% | -58.8% | -38.7% |
| 3Y | +36.3% | +56.3% | -20.1% | +10.9% |
| All | +36.3% | +50.6% | -14.3% | +10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling