-41.7%
INTU vs ZBRA
-39.1%
-2.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.8% | -1.3% | -3.1% |
| 7D | -7.5% | +2.6% | -10.1% | -8.4% |
| 30D | -1.9% | -6.4% | +4.4% | +0.5% |
| 3M | +4.9% | +51.3% | -46.4% | -13.0% |
| 6M | -33.2% | +60.5% | -93.7% | -46.5% |
| YTD | -51.4% | +45.2% | -96.6% | -59.7% |
| 1Y | -52.0% | +12.3% | -64.3% | -55.8% |
| 3Y | -40.7% | +37.5% | -78.2% | -54.4% |
| All | -41.7% | -39.1% | -2.7% | -24.4% |
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