-51.7%
FIG vs ZBRA
+25.3%
-77.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.3% | +4.9% |
| 7D | -4.7% | -13.6% | +8.9% | +0.7% |
| 30D | +0.5% | -11.5% | +12.1% | +5.3% |
| 3M | -18.4% | -9.9% | -8.5% | -15.2% |
| 6M | +10.9% | +48.6% | -37.7% | -4.6% |
| YTD | -40.8% | +36.9% | -77.7% | -48.2% |
| 1Y | -51.7% | +27.7% | -79.4% | -56.1% |
| All | -51.7% | +25.3% | -77.0% | -56.1% |
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 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