+826.4%
FN vs ZBRA
+410.7%
+415.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.5% | +10.4% | +11.2% |
| 7D | +16.3% | -9.5% | +25.8% | +21.4% |
| 30D | -24.7% | -15.6% | -9.1% | -18.5% |
| 3M | -34.9% | -13.2% | -21.7% | -30.5% |
| 6M | -41.1% | +44.5% | -85.6% | -51.8% |
| YTD | -19.6% | +34.5% | -54.2% | -32.8% |
| 1Y | -18.5% | +25.9% | -44.4% | -29.3% |
| 3Y | +119.1% | +61.3% | +57.8% | +69.2% |
| 5Y | +206.9% | -45.2% | +252.1% | +268.6% |
| 10Y | +826.4% | +386.5% | +439.9% | +365.2% |
| All | +826.4% | +410.7% | +415.7% | +365.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling