-57.6%
FISV vs ZBRA
+35.9%
-93.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.8% | +3.6% | +5.0% |
| 7D | -2.7% | -3.4% | +0.7% | -2.0% |
| 30D | 0.0% | -7.4% | +7.4% | +1.6% |
| 3M | -2.8% | +57.5% | -60.3% | -12.3% |
| 6M | -11.8% | +64.0% | -75.8% | -21.5% |
| YTD | -23.2% | +44.3% | -67.5% | -30.0% |
| 1Y | -62.0% | +10.9% | -72.9% | -63.5% |
| 3Y | -57.6% | +37.5% | -95.1% | -61.9% |
| All | -57.6% | +35.9% | -93.5% | -61.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling