+63.3%
LIN vs ZBRA
-47.4%
+110.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.3% | -1.2% |
| 7D | +0.2% | -10.9% | +11.1% | +2.1% |
| 30D | +6.5% | -16.6% | +23.0% | +9.6% |
| 3M | +5.5% | -11.6% | +17.1% | +7.5% |
| 6M | +3.3% | +40.2% | -36.8% | -4.2% |
| YTD | +22.0% | +32.6% | -10.6% | +13.7% |
| 1Y | +25.7% | +24.7% | +1.0% | +18.5% |
| 3Y | +36.2% | +56.3% | -20.1% | +15.3% |
| All | +63.3% | -47.4% | +110.7% | +81.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling