+145.8%
GOOG vs ZBRA
+35.9%
+109.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +1.2% |
| 7D | 0.0% | -3.4% | +3.5% | +0.7% |
| 30D | -2.0% | -7.4% | +5.4% | -0.6% |
| 3M | -5.9% | +57.5% | -63.4% | -15.1% |
| 6M | +8.9% | +64.0% | -55.1% | -3.2% |
| YTD | +7.1% | +44.3% | -37.2% | -2.6% |
| 1Y | +39.7% | +10.9% | +28.8% | +34.4% |
| 3Y | +145.8% | +37.5% | +108.3% | +129.9% |
| All | +145.8% | +35.9% | +109.9% | +129.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling