+2,385.0%
ELV vs ZBRA
+1,664.7%
+720.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.4% | -0.8% |
| 7D | -0.3% | +2.6% | -2.8% | -0.8% |
| 30D | +2.0% | -6.4% | +8.3% | +3.4% |
| 3M | -3.5% | +51.3% | -54.8% | -13.1% |
| 6M | +40.2% | +60.5% | -20.3% | +23.8% |
| YTD | +15.8% | +45.2% | -29.3% | +4.3% |
| 1Y | +33.2% | +12.3% | +20.8% | +26.5% |
| 3Y | -6.2% | +37.5% | -43.7% | -18.9% |
| 5Y | +16.4% | -39.2% | +55.6% | +19.3% |
| 10Y | +259.8% | +417.0% | -157.2% | +95.6% |
| All | +2,385.0% | +1,664.7% | +720.3% | +731.6% |
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