+14,280.4%
INTU vs ZBRA
+6,997.1%
+7,283.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.5% | -4.8% | -3.8% |
| 7D | -7.1% | +1.8% | -8.8% | -7.6% |
| 30D | +1.5% | -1.7% | +3.1% | +1.9% |
| 3M | +10.7% | +47.8% | -37.1% | -3.6% |
| 6M | -23.8% | +56.7% | -80.6% | -35.4% |
| YTD | -49.3% | +49.4% | -98.7% | -56.6% |
| 1Y | -49.7% | +16.5% | -66.2% | -53.7% |
| 3Y | -38.0% | +31.5% | -69.5% | -47.0% |
| 5Y | -38.7% | -38.6% | -0.2% | -34.6% |
| 10Y | +221.3% | +421.0% | -199.6% | +78.3% |
| All | +14,280.4% | +6,997.1% | +7,283.4% | +2,790.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling