+2,502.5%
LITE vs ZBRA
+411.1%
+2,091.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.8% | +13.9% | +12.6% |
| 7D | +12.6% | +2.6% | +10.0% | +10.8% |
| 30D | +9.9% | -6.4% | +16.3% | +13.7% |
| 3M | +9.3% | +51.3% | -42.0% | -15.8% |
| 6M | +75.2% | +60.5% | +14.7% | +28.4% |
| YTD | +165.5% | +45.2% | +120.3% | +102.9% |
| 1Y | +555.0% | +12.3% | +542.6% | +479.7% |
| 3Y | +1,870.5% | +37.5% | +1,833.0% | +1,481.2% |
| 5Y | +1,009.8% | -39.2% | +1,049.0% | +1,212.5% |
| 10Y | +2,502.5% | +417.0% | +2,085.5% | +857.6% |
| All | +2,502.5% | +411.1% | +2,091.4% | +857.6% |
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