-22.5%
LEN vs ZBRA
+25.3%
-47.8%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.9% | +6.2% | +6.9% |
| 7D | +10.5% | -13.6% | +24.1% | +14.0% |
| 30D | +24.6% | -11.5% | +36.2% | +27.8% |
| 3M | +6.6% | -9.9% | +16.5% | +8.8% |
| 6M | +10.6% | +48.6% | -37.9% | -1.3% |
| YTD | -8.3% | +36.9% | -45.2% | -18.4% |
| 1Y | -22.5% | +27.7% | -50.2% | -27.6% |
| All | -22.5% | +25.3% | -47.8% | -27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling