+7,917.6%
FLEX vs ZBRA
+2,951.1%
+4,966.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +0.9% |
| 7D | -0.9% | +1.8% | -2.7% | -1.7% |
| 30D | -10.1% | -1.7% | -8.5% | -9.5% |
| 3M | -31.3% | +47.8% | -79.1% | -43.3% |
| 6M | +71.3% | +56.7% | +14.5% | +36.4% |
| YTD | +81.2% | +49.4% | +31.9% | +45.5% |
| 1Y | +98.5% | +16.5% | +82.0% | +77.3% |
| 3Y | +428.2% | +31.5% | +396.8% | +339.6% |
| 5Y | +657.3% | -38.6% | +695.8% | +740.1% |
| 10Y | +995.9% | +421.0% | +575.0% | +360.4% |
| All | +7,917.6% | +2,951.1% | +4,966.6% | +1,495.5% |
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