+5,389.6%
FLEX vs ZBRA
+2,625.2%
+2,764.3%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.9% | -6.0% | -4.9% |
| 7D | +7.5% | +0.6% | +6.8% | +7.2% |
| 30D | -25.3% | -14.0% | -11.3% | -20.2% |
| 3M | -39.7% | -14.7% | -25.0% | -35.3% |
| 6M | -47.9% | +31.3% | -79.2% | -54.8% |
| YTD | +24.1% | +33.4% | -9.3% | +4.7% |
| 1Y | +26.0% | +34.1% | -8.2% | +6.1% |
| 3Y | +282.7% | +59.9% | +222.8% | +193.0% |
| 5Y | +424.2% | -45.3% | +469.5% | +513.7% |
| 10Y | +613.8% | +384.4% | +229.3% | +210.3% |
| All | +5,389.6% | +2,625.2% | +2,764.3% | +1,048.4% |
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 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