+197.3%
JBL vs ZBRA
+35.9%
+161.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.8% | +3.2% | +4.3% |
| 7D | +2.4% | -3.4% | +5.8% | +3.8% |
| 30D | -13.1% | -7.4% | -5.7% | -10.4% |
| 3M | -15.6% | +57.5% | -73.1% | -31.0% |
| 6M | +24.6% | +64.0% | -39.4% | -1.0% |
| YTD | +39.6% | +44.3% | -4.7% | +15.8% |
| 1Y | +48.6% | +10.9% | +37.7% | +38.8% |
| 3Y | +197.3% | +37.5% | +159.7% | +179.3% |
| All | +197.3% | +35.9% | +161.3% | +179.3% |
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