+3,604.4%
FIX vs ZBRA
+373.1%
+3,231.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.9% | +0.1% | -1.6% |
| 7D | +17.0% | -1.2% | +18.2% | +17.7% |
| 30D | -30.6% | -17.8% | -12.8% | -24.8% |
| 3M | -35.0% | -16.0% | -19.0% | -30.3% |
| 6M | -44.0% | +31.4% | -75.4% | -51.9% |
| YTD | +21.1% | +30.9% | -9.7% | +2.2% |
| 1Y | +16.3% | +24.3% | -8.0% | +0.6% |
| 3Y | +507.4% | +54.2% | +453.2% | +372.3% |
| 5Y | +1,052.1% | -46.3% | +1,098.4% | +1,258.7% |
| All | +3,604.4% | +373.1% | +3,231.3% | +1,951.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling