+227.5%
LOW vs ZBRA
+435.2%
-207.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.5% |
| 7D | -3.7% | -3.4% | -0.3% | -2.7% |
| 30D | -8.9% | -7.4% | -1.5% | -6.7% |
| 3M | -10.4% | +57.5% | -67.9% | -23.6% |
| 6M | -19.4% | +64.0% | -83.4% | -32.8% |
| YTD | -17.1% | +44.3% | -61.4% | -28.5% |
| 1Y | -26.3% | +10.9% | -37.1% | -31.1% |
| 3Y | -9.9% | +37.5% | -47.4% | -25.1% |
| 5Y | +6.1% | -39.7% | +45.8% | +13.2% |
| All | +227.5% | +435.2% | -207.7% | +97.2% |
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