+25.7%
C vs ZBRA
+27.1%
-1.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -2.0% | -0.4% |
| 7D | +4.2% | +0.6% | +3.6% | +4.0% |
| 30D | +2.0% | -14.0% | +16.0% | +4.6% |
| 3M | -10.1% | -14.7% | +4.5% | -7.8% |
| 6M | +1.0% | +31.3% | -30.3% | -5.4% |
| YTD | +8.5% | +33.4% | -25.0% | -1.4% |
| 1Y | +25.7% | +34.1% | -8.4% | +13.2% |
| All | +25.7% | +27.1% | -1.3% | +13.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling