-51.1%
FIS vs ZBRA
+25.3%
-76.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +0.9% | -24.6% | -23.8% |
| 7D | -18.4% | -13.6% | -4.8% | -16.9% |
| 30D | -11.4% | -11.5% | +0.1% | -10.1% |
| 3M | -32.0% | -9.9% | -22.1% | -31.2% |
| 6M | -35.6% | +48.6% | -84.2% | -40.8% |
| YTD | -53.8% | +36.9% | -90.7% | -57.0% |
| 1Y | -51.1% | +27.7% | -78.8% | -53.7% |
| All | -51.1% | +25.3% | -76.4% | -53.7% |
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 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