+413.7%
JBL vs ZBRA
-40.4%
+454.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.8% | +3.2% | +4.3% |
| 7D | +2.4% | -3.4% | +5.8% | +3.9% |
| 30D | -13.1% | -7.4% | -5.7% | -10.3% |
| 3M | -15.6% | +57.5% | -73.1% | -31.3% |
| 6M | +24.6% | +64.0% | -39.4% | -1.4% |
| YTD | +39.6% | +44.3% | -4.7% | +15.4% |
| 1Y | +48.6% | +10.9% | +37.7% | +37.4% |
| 3Y | +197.3% | +37.5% | +159.7% | +141.0% |
| All | +413.7% | -40.4% | +454.1% | +562.2% |
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