+5,083.9%
LITE vs ZBRA
+217.9%
+4,866.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.5% | +2.5% | +3.3% |
| 7D | -1.5% | +1.8% | -3.3% | -2.4% |
| 30D | +6.7% | -1.7% | +8.3% | +7.5% |
| 3M | -6.8% | +47.8% | -54.5% | -24.3% |
| 6M | +29.4% | +56.7% | -27.3% | +0.9% |
| YTD | +139.1% | +49.4% | +89.7% | +87.9% |
| 1Y | +521.0% | +16.5% | +504.5% | +451.3% |
| 3Y | +1,535.3% | +31.5% | +1,503.8% | +1,295.4% |
| 5Y | +889.8% | -38.6% | +928.4% | +1,021.4% |
| 10Y | +2,400.7% | +421.0% | +1,979.8% | +1,343.9% |
| All | +5,083.9% | +217.9% | +4,866.0% | +2,495.7% |
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