+675.0%
F vs ZBRA
+8,164.1%
-7,489.1%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.3% |
| 7D | +1.0% | -2.5% | +3.4% | +1.6% |
| 30D | +2.1% | -17.0% | +19.1% | +6.9% |
| 3M | -10.3% | -15.0% | +4.7% | -6.7% |
| 6M | +3.3% | +42.2% | -38.9% | -7.5% |
| YTD | -2.0% | +32.4% | -34.3% | -11.1% |
| 1Y | -2.3% | +23.3% | -25.6% | -9.7% |
| 3Y | +49.9% | +55.9% | -6.0% | +27.1% |
| 5Y | -12.5% | -44.8% | +32.3% | -5.3% |
| 10Y | +74.3% | +371.4% | -297.1% | +11.1% |
| All | +675.0% | +8,164.1% | -7,489.1% | +217.1% |
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