+5,993.3%
FIX vs ZBRA
+411.1%
+5,582.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.8% | +5.2% | +3.6% |
| 7D | +6.1% | +2.6% | +3.5% | +4.9% |
| 30D | -2.7% | -6.4% | +3.7% | 0.0% |
| 3M | -10.9% | +51.3% | -62.2% | -27.6% |
| 6M | +29.0% | +60.5% | -31.5% | +1.2% |
| YTD | +76.9% | +45.2% | +31.7% | +43.2% |
| 1Y | +130.7% | +12.3% | +118.4% | +108.6% |
| 3Y | +790.7% | +37.5% | +753.2% | +627.2% |
| 5Y | +2,185.6% | -39.2% | +2,224.8% | +2,453.5% |
| 10Y | +5,993.3% | +417.0% | +5,576.3% | +3,005.9% |
| All | +5,993.3% | +411.1% | +5,582.2% | +3,005.9% |
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 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