-5.5%
GTLB vs ZBRA
+14.4%
-20.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -1.1% |
| 7D | -5.7% | -3.4% | -2.3% | -4.9% |
| 30D | +15.1% | -7.4% | +22.5% | +17.1% |
| 3M | +65.5% | +57.5% | +7.9% | +48.8% |
| 6M | +102.9% | +64.0% | +38.9% | +78.6% |
| YTD | +25.2% | +44.3% | -19.1% | +15.5% |
| 1Y | -5.5% | +10.9% | -16.4% | -3.5% |
| All | -5.5% | +14.4% | -20.0% | -3.5% |
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