+427.2%
LIN vs ZBRA
+381.8%
+45.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.5% |
| 7D | +0.3% | -1.5% | +1.8% | +0.7% |
| 30D | +8.0% | -15.6% | +23.7% | +12.1% |
| 3M | +7.7% | -14.5% | +22.2% | +11.3% |
| 6M | +5.1% | +50.9% | -45.9% | -6.6% |
| YTD | +24.7% | +34.8% | -10.1% | +12.9% |
| 1Y | +25.1% | +28.3% | -3.2% | +14.6% |
| 3Y | +36.8% | +58.8% | -22.0% | +12.1% |
| 5Y | +67.9% | -44.0% | +111.9% | +80.4% |
| 10Y | +427.2% | +389.6% | +37.6% | +246.0% |
| All | +427.2% | +381.8% | +45.4% | +246.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling