-49.7%
INTU vs ZBRA
+18.2%
-67.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.5% | -4.8% | -3.6% |
| 7D | -7.1% | +1.8% | -8.8% | -7.4% |
| 30D | +1.5% | -1.7% | +3.1% | +1.7% |
| 3M | +10.7% | +47.8% | -37.1% | +2.2% |
| 6M | -23.8% | +56.7% | -80.6% | -30.2% |
| YTD | -49.3% | +49.4% | -98.7% | -53.1% |
| 1Y | -49.7% | +16.5% | -66.2% | -51.6% |
| All | -49.7% | +18.2% | -67.8% | -51.6% |
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