+15.5%
GE vs ZBRA
+14.4%
+1.1%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.4% |
| 7D | -4.0% | -3.4% | -0.6% | -3.5% |
| 30D | -11.4% | -7.4% | -4.0% | -10.4% |
| 3M | -2.6% | +57.5% | -60.1% | -10.3% |
| 6M | -0.3% | +64.0% | -64.3% | -10.0% |
| YTD | +5.4% | +44.3% | -38.9% | -3.4% |
| 1Y | +15.5% | +10.9% | +4.7% | +11.7% |
| All | +15.5% | +14.4% | +1.1% | +11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling