+130.7%
FIX vs ZBRA
+12.3%
+118.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.8% | +5.2% | +2.9% |
| 7D | +6.1% | +2.6% | +3.5% | +5.5% |
| 30D | -2.7% | -6.4% | +3.7% | -1.5% |
| 3M | -10.9% | +51.3% | -62.2% | -20.6% |
| 6M | +29.0% | +60.5% | -31.5% | +11.8% |
| YTD | +76.9% | +45.2% | +31.7% | +55.5% |
| 1Y | +130.7% | +12.3% | +118.4% | +114.0% |
| All | +130.7% | +12.3% | +118.4% | +114.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling