+130.0%
FITB vs ZBRA
+33.4%
+96.5%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.5% |
| 7D | -1.0% | -3.8% | +2.8% | +0.2% |
| 30D | -5.5% | -10.2% | +4.7% | -2.4% |
| 3M | +4.1% | +58.7% | -54.6% | -12.2% |
| 6M | +18.7% | +61.9% | -43.2% | -1.9% |
| YTD | +18.2% | +41.7% | -23.5% | +1.9% |
| 1Y | +23.7% | +12.4% | +11.3% | +15.9% |
| All | +130.0% | +33.4% | +96.5% | +76.0% |
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