+4,995.7%
FISV vs ZBRA
+8,767.1%
-3,771.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.2% | -3.9% |
| 7D | -6.4% | -1.8% | -4.6% | -6.0% |
| 30D | -6.8% | -8.8% | +2.0% | -4.9% |
| 3M | -10.0% | +47.2% | -57.2% | -18.3% |
| 6M | -20.6% | +61.3% | -81.9% | -29.7% |
| YTD | -27.6% | +42.0% | -69.6% | -34.3% |
| 1Y | -64.3% | +10.5% | -74.8% | -65.8% |
| 3Y | -60.0% | +34.5% | -94.5% | -64.4% |
| 5Y | -57.7% | -40.3% | -17.4% | -56.1% |
| 10Y | -3.0% | +421.5% | -424.5% | -38.2% |
| All | +4,995.7% | +8,767.1% | -3,771.4% | +1,870.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling