+901.5%
LITE vs ZBRA
-38.9%
+940.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.5% | +2.5% | +3.2% |
| 7D | -1.5% | +1.8% | -3.3% | -2.5% |
| 30D | +6.7% | -1.7% | +8.3% | +7.6% |
| 3M | -6.8% | +47.8% | -54.5% | -26.4% |
| 6M | +29.4% | +56.7% | -27.3% | -2.5% |
| YTD | +139.1% | +49.4% | +89.7% | +81.4% |
| 1Y | +521.0% | +16.5% | +504.5% | +445.0% |
| 3Y | +1,535.3% | +31.5% | +1,503.8% | +1,264.7% |
| All | +901.5% | -38.9% | +940.4% | +1,023.1% |
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