+2,341.1%
EXC vs ZBRA
+9,227.6%
-6,886.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.5% | -1.2% |
| 7D | +0.3% | +1.8% | -1.5% | +0.1% |
| 30D | -3.7% | -1.7% | -2.0% | -3.6% |
| 3M | -1.3% | +47.8% | -49.1% | -5.7% |
| 6M | -9.7% | +56.7% | -66.5% | -14.5% |
| YTD | +2.9% | +49.4% | -46.5% | -2.3% |
| 1Y | +4.4% | +16.5% | -12.2% | +1.4% |
| 3Y | +22.2% | +31.5% | -9.2% | +15.0% |
| 5Y | +46.7% | -38.6% | +85.3% | +47.8% |
| 10Y | +155.3% | +421.0% | -265.6% | +104.4% |
| All | +2,341.1% | +9,227.6% | -6,886.5% | +1,541.2% |
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