+725.7%
FLEX vs ZBRA
-40.4%
+766.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.5% |
| 7D | +6.4% | -1.8% | +8.1% | +7.1% |
| 30D | -5.9% | -8.8% | +2.9% | -2.0% |
| 3M | -23.5% | +47.2% | -70.7% | -37.0% |
| 6M | +83.7% | +61.3% | +22.4% | +43.4% |
| YTD | +86.5% | +42.0% | +44.5% | +52.2% |
| 1Y | +100.5% | +10.5% | +90.0% | +84.2% |
| 3Y | +469.8% | +34.5% | +435.3% | +369.0% |
| 5Y | +725.7% | -40.3% | +765.9% | +918.4% |
| All | +725.7% | -40.4% | +766.0% | +918.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling