+31.0%
F vs ZBRA
+18.2%
+12.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.2% |
| 7D | +5.3% | +1.8% | +3.6% | +5.0% |
| 30D | +4.6% | -1.7% | +6.3% | +4.9% |
| 3M | -3.7% | +47.8% | -51.4% | -12.6% |
| 6M | +16.8% | +56.7% | -39.9% | +3.9% |
| YTD | +15.3% | +49.4% | -34.1% | +3.2% |
| 1Y | +31.0% | +16.5% | +14.5% | +21.0% |
| All | +31.0% | +18.2% | +12.9% | +21.0% |
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 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