+8,533.7%
FIX vs ZBRA
+2,505.8%
+6,027.9%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +1.0% | -0.1% |
| 7D | -13.9% | -2.5% | -11.5% | -13.2% |
| 30D | -35.5% | -17.0% | -18.5% | -31.7% |
| 3M | -33.9% | -15.0% | -18.9% | -30.6% |
| 6M | -43.3% | +42.2% | -85.5% | -50.8% |
| YTD | +18.7% | +32.4% | -13.7% | +4.7% |
| 1Y | +13.8% | +23.3% | -9.5% | +2.8% |
| 3Y | +495.0% | +55.9% | +439.1% | +397.0% |
| 5Y | +1,049.0% | -44.8% | +1,093.8% | +1,174.6% |
| 10Y | +3,644.4% | +371.4% | +3,273.1% | +2,081.7% |
| All | +8,533.7% | +2,505.8% | +6,027.9% | +3,176.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling