+11.3%
FE vs ZBRA
+10.3%
+1.0%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -1.7% | -3.8% | +2.1% | -1.8% |
| 30D | -1.3% | -10.2% | +8.9% | -1.6% |
| 3M | +0.6% | +58.7% | -58.1% | +2.4% |
| 6M | -6.8% | +61.9% | -68.8% | -5.3% |
| YTD | +6.4% | +41.7% | -35.3% | +8.1% |
| 1Y | +11.3% | +12.4% | -1.1% | +13.0% |
| All | +11.3% | +10.3% | +1.0% | +13.0% |
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