+232.7%
LITE vs ZBRA
+25.3%
+207.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.9% | -8.7% | -8.1% |
| 7D | -31.4% | -13.6% | -17.8% | -28.4% |
| 30D | -42.6% | -11.5% | -31.1% | -40.3% |
| 3M | -26.2% | -9.9% | -16.4% | -23.7% |
| 6M | -35.8% | +48.6% | -84.4% | -42.6% |
| YTD | +70.0% | +36.9% | +33.1% | +49.0% |
| 1Y | +232.7% | +27.7% | +205.1% | +230.8% |
| All | +232.7% | +25.3% | +207.5% | +230.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling