+61.7%
MAS vs ZBRA
+50.4%
+11.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.2% | -0.2% | -2.4% |
| 7D | +4.6% | -14.8% | +19.3% | +9.8% |
| 30D | +19.9% | -16.6% | +36.5% | +26.6% |
| 3M | +8.9% | -12.8% | +21.7% | +13.3% |
| 6M | +20.2% | +40.8% | -20.7% | +4.0% |
| YTD | +33.9% | +32.5% | +1.4% | +17.5% |
| 1Y | +34.7% | +20.8% | +13.9% | +22.3% |
| All | +61.7% | +50.4% | +11.3% | +20.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling