+38.6%
GILD vs ZBRA
+21.2%
+17.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -2.2% | -10.9% | +8.6% | -1.6% |
| 30D | +13.6% | -16.6% | +30.2% | +14.6% |
| 3M | +28.3% | -11.6% | +39.8% | +28.9% |
| 6M | +23.9% | +40.2% | -16.2% | +21.5% |
| YTD | +38.4% | +32.6% | +5.8% | +33.9% |
| 1Y | +38.6% | +24.7% | +13.9% | +34.4% |
| All | +38.6% | +21.2% | +17.4% | +34.4% |
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