+19.9%
MDT vs ZBRA
+25.3%
-5.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.3% | +6.1% |
| 7D | +10.7% | -13.6% | +24.3% | +11.3% |
| 30D | +19.3% | -11.5% | +30.8% | +19.8% |
| 3M | +22.8% | -9.9% | +32.6% | +23.1% |
| 6M | +36.4% | +48.6% | -12.2% | +31.4% |
| YTD | +12.1% | +36.9% | -24.8% | +7.5% |
| 1Y | +19.9% | +27.7% | -7.8% | +15.8% |
| All | +19.9% | +25.3% | -5.4% | +15.8% |
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 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