+96.8%
CAT vs ZBRA
+10.3%
+86.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.3% | -0.3% |
| 7D | +2.9% | -1.8% | +4.7% | +3.4% |
| 30D | -2.6% | -8.8% | +6.2% | -0.3% |
| 3M | -10.7% | +47.2% | -57.9% | -21.1% |
| 6M | +16.1% | +61.3% | -45.2% | -1.3% |
| YTD | +43.2% | +42.0% | +1.2% | +25.7% |
| 1Y | +96.8% | +10.5% | +86.4% | +85.7% |
| All | +96.8% | +10.3% | +86.5% | +85.7% |
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