+96.7%
ELAN vs ZBRA
+35.9%
+60.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.5% | +0.7% |
| 7D | -5.4% | -3.4% | -2.0% | -4.3% |
| 30D | +4.7% | -7.4% | +12.1% | +7.4% |
| 3M | -3.7% | +57.5% | -61.2% | -21.4% |
| 6M | -1.2% | +64.0% | -65.2% | -21.4% |
| YTD | +2.4% | +44.3% | -41.9% | -15.0% |
| 1Y | +23.4% | +10.9% | +12.5% | +14.6% |
| 3Y | +96.7% | +37.5% | +59.2% | +40.9% |
| All | +96.7% | +35.9% | +60.8% | +40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling