+29.2%
DOW vs ZBRA
+18.2%
+11.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.5% | -3.2% |
| 7D | -2.4% | +1.8% | -4.2% | -2.6% |
| 30D | +0.4% | -1.7% | +2.1% | +0.5% |
| 3M | -14.4% | +47.8% | -62.2% | -19.1% |
| 6M | -7.0% | +56.7% | -63.7% | -13.1% |
| YTD | +30.2% | +49.4% | -19.2% | +22.1% |
| 1Y | +29.2% | +16.5% | +12.7% | +35.1% |
| All | +29.2% | +18.2% | +11.0% | +35.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling