-27.0%
ETHA vs ZBRA
+7.5%
-34.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.8% | +1.4% | +2.3% |
| 7D | +3.5% | -3.4% | +6.9% | +5.2% |
| 30D | +35.3% | -7.4% | +42.7% | +40.3% |
| 3M | +50.9% | +57.5% | -6.6% | +12.2% |
| 6M | +22.1% | +64.0% | -41.9% | -13.5% |
| YTD | -14.6% | +44.3% | -58.9% | -34.8% |
| 1Y | -42.8% | +10.9% | -53.7% | -47.2% |
| All | -27.0% | +7.5% | -34.5% | -31.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling