+13,193.3%
GOOGL vs ZBRA
+523.2%
+12,670.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -1.6% |
| 7D | -1.9% | -1.8% | -0.1% | -1.3% |
| 30D | -7.5% | -8.8% | +1.3% | -4.8% |
| 3M | -9.2% | +47.2% | -56.4% | -21.3% |
| 6M | +8.1% | +61.3% | -53.2% | -9.6% |
| YTD | +5.8% | +42.0% | -36.2% | -8.5% |
| 1Y | +38.3% | +10.5% | +27.9% | +28.9% |
| 3Y | +144.8% | +34.5% | +110.2% | +104.1% |
| 5Y | +132.5% | -40.3% | +172.8% | +147.2% |
| 10Y | +746.7% | +421.5% | +325.2% | +330.6% |
| All | +13,193.3% | +523.2% | +12,670.1% | +4,171.2% |
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