+22.7%
DIS vs ZBRA
+425.5%
-402.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -1.3% | -3.8% | +2.5% | -0.1% |
| 30D | +2.2% | -10.2% | +12.4% | +5.4% |
| 3M | +8.1% | +58.7% | -50.5% | -8.0% |
| 6M | +5.2% | +61.9% | -56.7% | -11.7% |
| YTD | -6.3% | +41.7% | -47.9% | -18.8% |
| 1Y | -7.3% | +12.4% | -19.6% | -13.9% |
| 3Y | +33.8% | +34.2% | -0.4% | +12.3% |
| 5Y | -40.7% | -40.8% | 0.0% | -37.5% |
| All | +22.7% | +425.5% | -402.9% | -18.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling