+448.7%
FIX vs ZBRA
+50.6%
+398.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.3% | +5.4% |
| 7D | -17.5% | -10.9% | -6.6% | -13.8% |
| 30D | -41.6% | -16.6% | -25.0% | -37.2% |
| 3M | -40.6% | -11.6% | -29.0% | -37.8% |
| 6M | -49.4% | +40.2% | -89.5% | -58.6% |
| YTD | +9.2% | +32.6% | -23.4% | -10.0% |
| 1Y | +6.5% | +24.7% | -18.2% | -8.8% |
| 3Y | +448.7% | +56.3% | +392.4% | +316.7% |
| All | +448.7% | +50.6% | +398.2% | +316.7% |
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