+39.9%
ELV vs ZBRA
+25.3%
+14.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +4.0% | +4.9% |
| 7D | +4.8% | -13.6% | +18.4% | +5.9% |
| 30D | +10.1% | -11.5% | +21.6% | +11.1% |
| 3M | +15.4% | -9.9% | +25.2% | +16.2% |
| 6M | +17.7% | +48.6% | -30.9% | +9.8% |
| YTD | +25.7% | +36.9% | -11.2% | +18.1% |
| 1Y | +39.9% | +27.7% | +12.2% | +34.4% |
| All | +39.9% | +25.3% | +14.6% | +34.4% |
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