+1,533.3%
LITE vs ZBRA
+410.7%
+1,122.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.5% | +9.2% | +9.9% |
| 7D | -12.9% | -9.5% | -3.4% | -7.9% |
| 30D | -46.0% | -15.6% | -30.4% | -40.5% |
| 3M | -33.0% | -13.2% | -19.8% | -27.6% |
| 6M | -34.0% | +44.5% | -78.6% | -48.4% |
| YTD | +61.7% | +34.5% | +27.2% | +29.5% |
| 1Y | +148.3% | +25.9% | +122.4% | +107.6% |
| 3Y | +1,408.5% | +61.3% | +1,347.2% | +1,023.6% |
| 5Y | +546.2% | -45.2% | +591.3% | +712.8% |
| 10Y | +1,533.3% | +386.5% | +1,146.8% | +599.5% |
| All | +1,533.3% | +410.7% | +1,122.6% | +599.5% |
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