+417.3%
LIN vs ZBRA
+410.7%
+6.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.7% |
| 7D | +0.1% | -9.5% | +9.6% | +2.3% |
| 30D | +7.6% | -15.6% | +23.2% | +11.6% |
| 3M | +6.5% | -13.2% | +19.8% | +9.7% |
| 6M | +6.2% | +44.5% | -38.4% | -4.6% |
| YTD | +23.2% | +34.5% | -11.3% | +11.7% |
| 1Y | +25.4% | +25.9% | -0.5% | +15.4% |
| 3Y | +38.3% | +61.3% | -23.0% | +12.7% |
| 5Y | +64.4% | -45.2% | +109.6% | +77.8% |
| 10Y | +417.3% | +386.5% | +30.8% | +234.7% |
| All | +417.3% | +410.7% | +6.6% | +234.7% |
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 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