+5.1%
GNRC vs ZBRA
+18.2%
-13.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.9% | +1.8% |
| 7D | +1.9% | +1.8% | +0.2% | +1.2% |
| 30D | -13.8% | -1.7% | -12.1% | -13.3% |
| 3M | -32.6% | +47.8% | -80.4% | -43.9% |
| 6M | -15.2% | +56.7% | -71.9% | -31.4% |
| YTD | +37.4% | +49.4% | -12.0% | +11.2% |
| 1Y | +5.1% | +16.5% | -11.4% | -8.5% |
| All | +5.1% | +18.2% | -13.0% | -8.5% |
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