+260.8%
GE vs ZBRA
+35.9%
+224.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.6% |
| 7D | -4.0% | -3.4% | -0.6% | -3.2% |
| 30D | -11.4% | -7.4% | -4.0% | -9.8% |
| 3M | -2.6% | +57.5% | -60.1% | -14.2% |
| 6M | -0.3% | +64.0% | -64.3% | -13.8% |
| YTD | +5.4% | +44.3% | -38.9% | -6.3% |
| 1Y | +15.5% | +10.9% | +4.7% | +10.4% |
| 3Y | +260.8% | +37.5% | +223.2% | +229.2% |
| All | +260.8% | +35.9% | +224.9% | +229.2% |
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 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