-41.5%
INTU vs ZBRA
+33.8%
-75.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -1.0% |
| 7D | -8.5% | -1.8% | -6.7% | -8.1% |
| 30D | -6.1% | -8.8% | +2.7% | -4.1% |
| 3M | +7.3% | +47.2% | -39.9% | -3.8% |
| 6M | -33.2% | +61.3% | -94.5% | -41.9% |
| YTD | -52.2% | +42.0% | -94.2% | -57.0% |
| 1Y | -52.7% | +10.5% | -63.1% | -54.6% |
| All | -41.5% | +33.8% | -75.2% | -49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling