+42,044.7%
JBL vs ZBRA
+5,072.4%
+36,972.3%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.6% |
| 7D | +4.0% | -1.8% | +5.8% | +4.7% |
| 30D | -7.5% | -8.8% | +1.3% | -4.0% |
| 3M | -14.1% | +47.2% | -61.3% | -27.9% |
| 6M | +25.9% | +61.3% | -35.4% | +0.8% |
| YTD | +36.7% | +42.0% | -5.4% | +14.1% |
| 1Y | +49.0% | +10.5% | +38.5% | +37.0% |
| 3Y | +191.8% | +34.5% | +157.3% | +141.1% |
| 5Y | +409.8% | -40.3% | +450.1% | +462.6% |
| 10Y | +1,509.2% | +421.5% | +1,087.7% | +610.6% |
| All | +42,044.7% | +5,072.4% | +36,972.3% | +9,800.9% |
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