+75.1%
D vs ZBRA
+58.4%
+16.8%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.3% |
| 7D | +2.4% | -2.5% | +4.8% | +2.5% |
| 30D | +10.9% | -17.0% | +27.9% | +11.8% |
| 3M | +2.8% | -15.0% | +17.8% | +3.5% |
| 6M | +12.7% | +42.2% | -29.5% | +9.9% |
| YTD | +20.3% | +32.4% | -12.0% | +17.8% |
| 1Y | +17.1% | +23.3% | -6.2% | +15.1% |
| 3Y | +75.1% | +55.9% | +19.3% | +48.2% |
| All | +75.1% | +58.4% | +16.8% | +48.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling