+2,518.3%
GE vs ZBRA
+9,227.6%
-6,709.3%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.8% |
| 7D | -1.6% | +1.8% | -3.4% | -2.0% |
| 30D | -11.6% | -1.7% | -9.9% | -11.3% |
| 3M | +3.0% | +47.8% | -44.7% | -6.5% |
| 6M | -0.5% | +56.7% | -57.3% | -11.3% |
| YTD | +9.7% | +49.4% | -39.6% | -1.5% |
| 1Y | +20.0% | +16.5% | +3.5% | +13.3% |
| 3Y | +275.8% | +31.5% | +244.4% | +238.5% |
| 5Y | +429.1% | -38.6% | +467.7% | +448.1% |
| 10Y | +151.2% | +421.0% | -269.8% | +66.2% |
| All | +2,518.3% | +9,227.6% | -6,709.3% | +1,011.5% |
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