+236.7%
INTU vs ZBRA
+382.3%
-145.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.5% | -0.3% |
| 7D | +0.1% | +0.6% | -0.6% | -0.2% |
| 30D | +10.1% | -14.0% | +24.1% | +16.3% |
| 3M | -4.2% | -14.7% | +10.5% | +1.3% |
| 6M | -7.2% | +31.3% | -38.5% | -19.4% |
| YTD | -47.7% | +33.4% | -81.1% | -55.6% |
| 1Y | -46.7% | +34.1% | -80.8% | -54.9% |
| 3Y | -34.1% | +59.9% | -94.0% | -52.3% |
| 5Y | -43.3% | -45.3% | +2.0% | -35.5% |
| All | +236.7% | +382.3% | -145.6% | +91.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling