+138.3%
GOOGL vs ZBRA
-40.9%
+179.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -2.8% | -3.8% | +1.0% | -1.7% |
| 30D | -3.2% | -10.2% | +7.0% | -0.1% |
| 3M | -6.6% | +58.7% | -65.3% | -20.8% |
| 6M | +8.5% | +61.9% | -53.5% | -9.3% |
| YTD | +6.5% | +41.7% | -35.2% | -7.7% |
| 1Y | +39.4% | +12.4% | +27.1% | +30.0% |
| 3Y | +146.2% | +34.2% | +112.0% | +102.3% |
| 5Y | +138.3% | -40.8% | +179.1% | +190.3% |
| All | +138.3% | -40.9% | +179.2% | +190.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling