+1,157.1%
CAT vs ZBRA
+407.5%
+749.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.3% | -0.1% |
| 7D | +2.9% | -1.8% | +4.7% | +3.6% |
| 30D | -2.6% | -8.8% | +6.2% | +0.5% |
| 3M | -10.7% | +47.2% | -57.9% | -23.3% |
| 6M | +16.1% | +61.3% | -45.2% | -4.0% |
| YTD | +43.2% | +42.0% | +1.2% | +23.1% |
| 1Y | +96.8% | +10.5% | +86.4% | +83.9% |
| 3Y | +201.4% | +34.5% | +166.9% | +154.4% |
| 5Y | +332.7% | -40.3% | +373.0% | +368.7% |
| 10Y | +1,157.1% | +421.5% | +735.6% | +511.2% |
| All | +1,157.1% | +407.5% | +749.6% | +511.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling