-7.2%
LII vs ZBRA
+57.4%
-64.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +1.7% |
| 7D | -1.2% | -9.5% | +8.4% | +1.9% |
| 30D | -2.0% | -15.6% | +13.7% | +3.1% |
| 3M | -20.2% | -13.2% | -7.0% | -16.9% |
| 6M | -32.5% | +44.5% | -77.1% | -42.1% |
| YTD | -27.4% | +34.5% | -61.9% | -36.6% |
| 1Y | -28.2% | +25.9% | -54.0% | -35.7% |
| 3Y | -7.2% | +61.3% | -68.6% | -27.6% |
| All | -7.2% | +57.4% | -64.6% | -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 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