+979.4%
C vs ZBRA
+9,227.6%
-8,248.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.8% |
| 7D | +3.6% | +1.8% | +1.9% | +3.0% |
| 30D | +0.1% | -1.7% | +1.8% | +0.5% |
| 3M | +2.4% | +47.8% | -45.3% | -10.8% |
| 6M | +24.9% | +56.7% | -31.8% | +6.2% |
| YTD | +19.8% | +49.4% | -29.6% | +2.8% |
| 1Y | +44.9% | +16.5% | +28.3% | +33.4% |
| 3Y | +263.0% | +31.5% | +231.5% | +214.9% |
| 5Y | +129.5% | -38.6% | +168.1% | +142.2% |
| 10Y | +291.6% | +421.0% | -129.3% | +111.3% |
| All | +979.4% | +9,227.6% | -8,248.2% | +206.3% |
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