+2,854.2%
LII vs ZBRA
+1,563.6%
+1,290.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +1.8% |
| 7D | -1.2% | -9.5% | +8.4% | +1.6% |
| 30D | -2.0% | -15.6% | +13.7% | +2.8% |
| 3M | -20.2% | -13.2% | -7.0% | -17.2% |
| 6M | -32.5% | +44.5% | -77.1% | -40.7% |
| YTD | -27.4% | +34.5% | -61.9% | -35.2% |
| 1Y | -28.2% | +25.9% | -54.0% | -34.6% |
| 3Y | -7.2% | +61.3% | -68.6% | -23.2% |
| 5Y | +19.9% | -45.2% | +65.1% | +30.5% |
| 10Y | +168.6% | +386.5% | -217.9% | +52.4% |
| All | +2,854.2% | +1,563.6% | +1,290.6% | +952.3% |
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