+57.4%
MAR vs ZBRA
+25.3%
+32.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.9% |
| 7D | +7.7% | -13.6% | +21.3% | +9.5% |
| 30D | +19.4% | -11.5% | +30.9% | +21.0% |
| 3M | +23.3% | -9.9% | +33.2% | +24.6% |
| 6M | +22.8% | +48.6% | -25.7% | +13.2% |
| YTD | +37.8% | +36.9% | +0.9% | +27.3% |
| 1Y | +57.4% | +27.7% | +29.7% | +48.9% |
| All | +57.4% | +25.3% | +32.1% | +48.9% |
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 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