-40.4%
FIS vs ZBRA
+10.3%
-50.7%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.2% |
| 7D | -8.9% | -3.8% | -5.1% | -8.4% |
| 30D | -9.9% | -10.2% | +0.3% | -8.7% |
| 3M | 0.0% | +58.7% | -58.7% | -7.2% |
| 6M | -22.9% | +61.9% | -84.8% | -28.8% |
| YTD | -40.9% | +41.7% | -82.5% | -44.5% |
| 1Y | -40.4% | +12.4% | -52.8% | -43.4% |
| All | -40.4% | +10.3% | -50.7% | -43.4% |
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