+2,841.2%
LII vs ZBRA
+1,536.4%
+1,304.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | 0.0% |
| 7D | +0.4% | -2.5% | +2.9% | +1.2% |
| 30D | -2.4% | -17.0% | +14.6% | +2.8% |
| 3M | -17.5% | -15.0% | -2.5% | -13.8% |
| 6M | -32.8% | +42.2% | -75.0% | -40.7% |
| YTD | -27.7% | +32.4% | -60.0% | -35.1% |
| 1Y | -28.1% | +23.3% | -51.4% | -34.1% |
| 3Y | -9.7% | +55.9% | -65.5% | -24.5% |
| 5Y | +19.5% | -44.8% | +64.3% | +29.8% |
| 10Y | +170.6% | +371.4% | -200.8% | +54.9% |
| All | +2,841.2% | +1,536.4% | +1,304.8% | +952.7% |
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