+49.5%
EQT vs ZBRA
+425.5%
-376.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -1.2% | -3.8% | +2.6% | -0.1% |
| 30D | +1.1% | -10.2% | +11.3% | +4.1% |
| 3M | +4.8% | +58.7% | -53.9% | -10.4% |
| 6M | -10.6% | +61.9% | -72.5% | -24.9% |
| YTD | +3.4% | +41.7% | -38.2% | -10.3% |
| 1Y | +8.7% | +12.4% | -3.7% | +0.9% |
| 3Y | +35.0% | +34.2% | +0.8% | +12.5% |
| 5Y | +204.2% | -40.8% | +245.0% | +224.5% |
| All | +49.5% | +425.5% | -376.0% | -27.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling