+41,709.6%
MCHP vs ZBRA
+6,874.1%
+34,835.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +0.4% |
| 7D | +0.3% | -1.8% | +2.1% | +1.1% |
| 30D | -9.8% | -8.8% | -1.0% | -6.4% |
| 3M | -19.7% | +47.2% | -66.9% | -32.3% |
| 6M | +13.6% | +61.3% | -47.7% | -8.3% |
| YTD | +16.5% | +42.0% | -25.5% | -2.0% |
| 1Y | +15.7% | +10.5% | +5.2% | +7.6% |
| 3Y | 0.0% | +34.5% | -34.6% | -13.8% |
| 5Y | +4.4% | -40.3% | +44.7% | +20.7% |
| 10Y | +201.4% | +421.5% | -220.1% | +58.5% |
| All | +41,709.6% | +6,874.1% | +34,835.5% | +10,096.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling