+238.8%
EQX vs ZBRA
+124.6%
+114.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.4% |
| 7D | -3.2% | -3.4% | +0.2% | -2.7% |
| 30D | +7.8% | -7.4% | +15.2% | +9.0% |
| 3M | +21.3% | +57.5% | -36.2% | +12.4% |
| 6M | -22.4% | +64.0% | -86.4% | -28.7% |
| YTD | -11.3% | +44.3% | -55.6% | -17.6% |
| 1Y | +13.5% | +10.9% | +2.6% | +9.8% |
| 3Y | +162.1% | +37.5% | +124.6% | +137.0% |
| 5Y | +84.2% | -39.7% | +123.9% | +73.8% |
| All | +238.8% | +124.6% | +114.2% | +380.2% |
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