+190.8%
EQT vs ZBRA
-40.4%
+231.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.5% | -2.0% |
| 7D | -2.0% | -3.4% | +1.4% | -1.3% |
| 30D | 0.0% | -7.4% | +7.4% | +1.5% |
| 3M | +5.9% | +57.5% | -51.6% | -5.6% |
| 6M | -14.8% | +64.0% | -78.8% | -25.5% |
| YTD | +1.8% | +44.3% | -42.5% | -8.9% |
| 1Y | +7.4% | +10.9% | -3.5% | +2.9% |
| 3Y | +33.6% | +37.5% | -3.9% | +15.4% |
| All | +190.8% | -40.4% | +231.2% | +197.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling