+2,000.7%
D vs ZBRA
+8,164.1%
-6,163.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.3% |
| 7D | +2.4% | -2.5% | +4.8% | +2.6% |
| 30D | +10.9% | -17.0% | +27.9% | +12.6% |
| 3M | +2.8% | -15.0% | +17.8% | +4.1% |
| 6M | +12.7% | +42.2% | -29.5% | +8.6% |
| YTD | +20.3% | +32.4% | -12.0% | +16.3% |
| 1Y | +17.1% | +23.3% | -6.2% | +13.9% |
| 3Y | +75.1% | +55.9% | +19.3% | +64.5% |
| 5Y | +13.1% | -44.8% | +57.9% | +14.6% |
| 10Y | +48.3% | +371.4% | -323.1% | +24.3% |
| All | +2,000.7% | +8,164.1% | -6,163.3% | +1,383.3% |
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