+102.3%
INTC vs ZBRA
-40.9%
+143.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.3% | -5.5% |
| 7D | +9.4% | -3.8% | +13.2% | +11.1% |
| 30D | +2.7% | -10.2% | +12.9% | +7.3% |
| 3M | -6.3% | +58.7% | -65.0% | -24.1% |
| 6M | +114.5% | +61.9% | +52.5% | +69.5% |
| YTD | +171.9% | +41.7% | +130.2% | +125.4% |
| 1Y | +305.0% | +12.4% | +292.7% | +270.1% |
| 3Y | +168.3% | +34.2% | +134.2% | +119.5% |
| 5Y | +102.3% | -40.8% | +143.1% | +123.2% |
| All | +102.3% | -40.9% | +143.2% | +123.2% |
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 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