+5,589.7%
IT vs ZBRA
+3,465.0%
+2,124.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -2.8% | -4.6% | -6.7% |
| 7D | -9.1% | +2.6% | -11.7% | -9.7% |
| 30D | -7.0% | -6.4% | -0.6% | -5.4% |
| 3M | +7.6% | +51.3% | -43.6% | -3.7% |
| 6M | +2.1% | +60.5% | -58.4% | -10.7% |
| YTD | -31.6% | +45.2% | -76.8% | -38.8% |
| 1Y | -29.9% | +12.3% | -42.3% | -33.1% |
| 3Y | -51.3% | +37.5% | -88.8% | -56.7% |
| 5Y | -44.8% | -39.2% | -5.6% | -41.0% |
| 10Y | +91.4% | +417.0% | -325.6% | +14.1% |
| All | +5,589.7% | +3,465.0% | +2,124.7% | +1,915.5% |
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