+2,047.2%
GNRC vs ZBRA
+1,096.6%
+950.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.3% | -2.5% |
| 7D | -0.7% | -3.8% | +3.0% | +1.0% |
| 30D | -15.8% | -10.2% | -5.6% | -11.6% |
| 3M | -24.0% | +58.7% | -82.7% | -40.1% |
| 6M | -13.8% | +61.9% | -75.7% | -33.0% |
| YTD | +33.2% | +41.7% | -8.5% | +9.2% |
| 1Y | -1.8% | +12.4% | -14.2% | -10.4% |
| 3Y | +57.7% | +34.2% | +23.5% | +27.3% |
| 5Y | -59.7% | -40.8% | -19.0% | -53.7% |
| 10Y | +430.7% | +420.3% | +10.5% | +152.0% |
| All | +2,047.2% | +1,096.6% | +950.7% | +409.8% |
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