+39.4%
GM vs ZBRA
+25.3%
+14.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.7% | +4.4% |
| 7D | +12.1% | -13.6% | +25.6% | +15.3% |
| 30D | +15.2% | -11.5% | +26.7% | +17.8% |
| 3M | +4.9% | -9.9% | +14.7% | +6.8% |
| 6M | +22.6% | +48.6% | -26.0% | +8.6% |
| YTD | +14.4% | +36.9% | -22.5% | +1.0% |
| 1Y | +39.4% | +27.7% | +11.7% | +27.5% |
| All | +39.4% | +25.3% | +14.1% | +27.5% |
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 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