+290.1%
ETR vs ZBRA
+435.2%
-145.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.6% |
| 7D | -1.8% | -3.4% | +1.6% | -1.4% |
| 30D | -1.8% | -7.4% | +5.6% | -0.8% |
| 3M | -3.6% | +57.5% | -61.1% | -10.2% |
| 6M | +2.6% | +64.0% | -61.4% | -5.5% |
| YTD | +16.0% | +44.3% | -28.3% | +8.6% |
| 1Y | +20.1% | +10.9% | +9.3% | +16.7% |
| 3Y | +143.6% | +37.5% | +106.1% | +123.2% |
| 5Y | +124.4% | -39.7% | +164.0% | +131.1% |
| All | +290.1% | +435.2% | -145.2% | +200.5% |
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