+1,358.0%
LITE vs ZBRA
+58.5%
+1,299.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.9% | -6.4% | -5.7% |
| 7D | +10.8% | +0.6% | +10.2% | +10.5% |
| 30D | -33.4% | -14.0% | -19.4% | -26.9% |
| 3M | -32.2% | -14.7% | -17.6% | -25.3% |
| 6M | -42.1% | +31.3% | -73.4% | -52.7% |
| YTD | +61.9% | +33.4% | +28.4% | +25.4% |
| 1Y | +163.0% | +34.1% | +128.9% | +103.1% |
| 3Y | +1,358.0% | +59.9% | +1,298.1% | +878.6% |
| All | +1,358.0% | +58.5% | +1,299.5% | +878.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling