+168.9%
FN vs ZBRA
+35.0%
+133.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.5% | +1.7% | +2.3% |
| 7D | -1.7% | +1.8% | -3.4% | -2.7% |
| 30D | -22.0% | -1.7% | -20.3% | -21.2% |
| 3M | -43.0% | +47.8% | -90.8% | -55.0% |
| 6M | -27.7% | +56.7% | -84.5% | -45.2% |
| YTD | -10.5% | +49.4% | -59.9% | -31.7% |
| 1Y | +12.5% | +16.5% | -4.1% | -0.4% |
| All | +168.9% | +35.0% | +133.8% | +124.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling