+147.8%
ETR vs ZBRA
+33.8%
+114.1%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -1.1% |
| 7D | +0.4% | -1.8% | +2.2% | +0.5% |
| 30D | +2.0% | -8.8% | +10.8% | +2.7% |
| 3M | -1.7% | +47.2% | -48.9% | -4.9% |
| 6M | +3.6% | +61.3% | -57.7% | -1.0% |
| YTD | +18.0% | +42.0% | -24.0% | +14.1% |
| 1Y | +26.2% | +10.5% | +15.8% | +25.0% |
| All | +147.8% | +33.8% | +114.1% | +135.6% |
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