+3,068.2%
LITE vs ZBRA
+182.2%
+2,886.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.1% | +5.5% | +5.6% |
| 7D | -35.9% | -10.9% | -25.1% | -32.3% |
| 30D | -51.5% | -16.6% | -34.9% | -46.9% |
| 3M | -35.7% | -11.6% | -24.1% | -31.8% |
| 6M | -43.0% | +40.2% | -83.1% | -53.1% |
| YTD | +46.1% | +32.6% | +13.5% | +21.7% |
| 1Y | +124.7% | +24.7% | +100.0% | +93.8% |
| 3Y | +1,172.1% | +56.3% | +1,115.8% | +915.5% |
| 5Y | +477.0% | -47.0% | +524.0% | +602.5% |
| 10Y | +1,465.7% | +411.4% | +1,054.3% | +846.3% |
| All | +3,068.2% | +182.2% | +2,886.0% | +1,580.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling