+878.9%
C vs ZBRA
+8,319.9%
-7,441.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.0% |
| 7D | -0.4% | -1.5% | +1.1% | +0.1% |
| 30D | -5.3% | -15.6% | +10.3% | -0.4% |
| 3M | -8.0% | -14.5% | +6.5% | -3.8% |
| 6M | -0.3% | +50.9% | -51.2% | -14.4% |
| YTD | +8.6% | +34.8% | -26.2% | -4.1% |
| 1Y | +25.8% | +28.3% | -2.5% | +12.7% |
| 3Y | +221.2% | +58.8% | +162.4% | +162.7% |
| 5Y | +113.6% | -44.0% | +157.6% | +131.9% |
| 10Y | +218.3% | +389.6% | -171.3% | +74.9% |
| All | +878.9% | +8,319.9% | -7,441.0% | +185.9% |
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 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