+1,572.0%
DIS vs ZBRA
+8,072.8%
-6,500.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -0.5% |
| 7D | +0.9% | -1.2% | +2.0% | +1.1% |
| 30D | +8.9% | -17.8% | +26.7% | +13.6% |
| 3M | +14.5% | -16.0% | +30.5% | +18.7% |
| 6M | +12.2% | +31.4% | -19.2% | +3.6% |
| YTD | +4.7% | +30.9% | -26.2% | -4.1% |
| 1Y | +2.8% | +24.3% | -21.5% | -4.8% |
| 3Y | +38.1% | +54.2% | -16.0% | +19.0% |
| 5Y | -23.6% | -46.3% | +22.7% | -18.6% |
| 10Y | +31.4% | +375.2% | -343.9% | -14.1% |
| All | +1,572.0% | +8,072.8% | -6,500.8% | +542.5% |
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