+61.9%
D vs ZBRA
+34.1%
+27.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.4% | +0.7% |
| 7D | +0.8% | +2.6% | -1.8% | +0.6% |
| 30D | -0.7% | -6.4% | +5.6% | -0.4% |
| 3M | +2.1% | +51.3% | -49.2% | -0.8% |
| 6M | +6.8% | +60.5% | -53.7% | +3.2% |
| YTD | +16.5% | +45.2% | -28.6% | +13.3% |
| 1Y | +19.2% | +12.3% | +6.8% | +18.2% |
| 3Y | +61.9% | +37.5% | +24.4% | +43.4% |
| All | +61.9% | +34.1% | +27.8% | +43.4% |
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