+26.2%
MAR vs ZBRA
+18.2%
+8.1%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.3% | 0.0% |
| 7D | -4.2% | +1.8% | -5.9% | -4.3% |
| 30D | -6.7% | -1.7% | -5.0% | -6.5% |
| 3M | -12.5% | +47.8% | -60.3% | -17.9% |
| 6M | +0.6% | +56.7% | -56.2% | -7.5% |
| YTD | +9.1% | +49.4% | -40.3% | +0.8% |
| 1Y | +26.2% | +16.5% | +9.7% | +20.5% |
| All | +26.2% | +18.2% | +8.1% | +20.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling