-32.0%
LII vs ZBRA
+10.3%
-42.3%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.2% | -0.3% | -1.9% |
| 7D | +0.5% | -1.8% | +2.3% | +0.9% |
| 30D | -11.2% | -8.8% | -2.4% | -9.4% |
| 3M | -28.8% | +47.2% | -76.0% | -36.4% |
| 6M | -26.9% | +61.3% | -88.2% | -36.9% |
| YTD | -22.2% | +42.0% | -64.2% | -30.9% |
| 1Y | -32.0% | +10.5% | -42.4% | -36.0% |
| All | -32.0% | +10.3% | -42.3% | -36.0% |
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