+1,389.3%
DIS vs ZBRA
+9,227.6%
-7,838.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -2.1% |
| 7D | -2.6% | +1.8% | -4.3% | -3.0% |
| 30D | +3.5% | -1.7% | +5.2% | +3.8% |
| 3M | +6.8% | +47.8% | -40.9% | -3.6% |
| 6M | +3.0% | +56.7% | -53.8% | -8.7% |
| YTD | -6.7% | +49.4% | -56.1% | -16.9% |
| 1Y | -10.1% | +16.5% | -26.6% | -15.5% |
| 3Y | +33.0% | +31.5% | +1.6% | +18.8% |
| 5Y | -40.0% | -38.6% | -1.4% | -37.8% |
| 10Y | +21.1% | +421.0% | -399.9% | -22.4% |
| All | +1,389.3% | +9,227.6% | -7,838.3% | +457.1% |
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