+358.4%
LIN vs ZBRA
+411.1%
-52.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.9% | -1.3% |
| 7D | -3.5% | +2.6% | -6.0% | -4.0% |
| 30D | -4.1% | -6.4% | +2.3% | -2.7% |
| 3M | -6.4% | +51.3% | -57.7% | -16.2% |
| 6M | -2.4% | +60.5% | -62.9% | -14.6% |
| YTD | +10.9% | +45.2% | -34.3% | -1.0% |
| 1Y | 0.0% | +12.3% | -12.3% | -5.3% |
| 3Y | +25.8% | +37.5% | -11.7% | +7.9% |
| 5Y | +60.8% | -39.2% | +100.0% | +69.6% |
| 10Y | +358.4% | +417.0% | -58.6% | +180.0% |
| All | +358.4% | +411.1% | -52.7% | +180.0% |
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