+106.8%
FAST vs ZBRA
-39.4%
+146.2%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | +0.2% |
| 7D | +1.3% | +2.6% | -1.3% | +0.7% |
| 30D | -4.7% | -6.4% | +1.6% | -3.3% |
| 3M | +7.9% | +51.3% | -43.3% | -3.1% |
| 6M | +7.4% | +60.5% | -53.1% | -5.5% |
| YTD | +25.1% | +45.2% | -20.1% | +12.1% |
| 1Y | +4.7% | +12.3% | -7.7% | -0.4% |
| 3Y | +94.7% | +37.5% | +57.2% | +68.6% |
| 5Y | +106.8% | -39.2% | +145.9% | +135.7% |
| All | +106.8% | -39.4% | +146.2% | +135.7% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling