-18.9%
EXE vs ZBRA
+25.3%
-44.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.9% | -3.8% | -2.9% |
| 7D | -4.7% | -13.6% | +8.9% | -5.2% |
| 30D | +1.0% | -11.5% | +12.5% | +0.6% |
| 3M | -5.6% | -9.9% | +4.2% | -5.9% |
| 6M | -12.3% | +48.6% | -60.9% | -11.5% |
| YTD | -19.5% | +36.9% | -56.4% | -18.6% |
| 1Y | -18.9% | +27.7% | -46.6% | -17.3% |
| All | -18.9% | +25.3% | -44.2% | -17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling