+37.5%
MAS vs ZBRA
+23.7%
+13.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | +0.1% |
| 7D | +1.2% | -1.2% | +2.3% | +1.4% |
| 30D | +21.6% | -17.8% | +39.4% | +26.6% |
| 3M | +14.1% | -16.0% | +30.1% | +18.1% |
| 6M | +22.6% | +31.4% | -8.8% | +12.6% |
| YTD | +35.4% | +30.9% | +4.5% | +22.7% |
| 1Y | +37.5% | +24.3% | +13.2% | +26.9% |
| All | +37.5% | +23.7% | +13.8% | +26.9% |
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