+1,923.0%
D vs ZBRA
+9,227.6%
-7,304.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.6% |
| 7D | +1.5% | +1.8% | -0.3% | +1.3% |
| 30D | -2.6% | -1.7% | -0.9% | -2.5% |
| 3M | 0.0% | +47.8% | -47.8% | -3.7% |
| 6M | +7.4% | +56.7% | -49.4% | +2.6% |
| YTD | +15.9% | +49.4% | -33.5% | +11.0% |
| 1Y | +18.1% | +16.5% | +1.6% | +15.4% |
| 3Y | +58.4% | +31.5% | +26.9% | +51.1% |
| 5Y | +5.2% | -38.6% | +43.8% | +5.7% |
| 10Y | +35.9% | +421.0% | -385.1% | +13.0% |
| All | +1,923.0% | +9,227.6% | -7,304.6% | +1,315.2% |
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 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