+764.8%
GIS vs ZBRA
+8,965.3%
-8,200.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.2% | -1.4% |
| 7D | -8.3% | +2.6% | -10.8% | -8.4% |
| 30D | +2.2% | -6.4% | +8.5% | +2.5% |
| 3M | +15.7% | +51.3% | -35.6% | +12.6% |
| 6M | -12.0% | +60.5% | -72.5% | -14.7% |
| YTD | -15.0% | +45.2% | -60.2% | -17.2% |
| 1Y | -20.1% | +12.3% | -32.5% | -21.2% |
| 3Y | -34.6% | +37.5% | -72.1% | -36.9% |
| 5Y | -22.8% | -39.2% | +16.3% | -22.5% |
| 10Y | -18.5% | +417.0% | -435.5% | -29.9% |
| All | +764.8% | +8,965.3% | -8,200.5% | +492.6% |
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