+1,183.9%
MET vs ZBRA
+1,568.5%
-384.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +1.0% |
| 7D | -0.8% | -1.8% | +1.0% | -0.1% |
| 30D | -1.4% | -8.8% | +7.4% | +1.7% |
| 3M | +12.5% | +47.2% | -34.7% | -3.9% |
| 6M | +37.1% | +61.3% | -24.2% | +12.5% |
| YTD | +23.8% | +42.0% | -18.2% | +5.7% |
| 1Y | +24.1% | +10.5% | +13.7% | +14.9% |
| 3Y | +65.2% | +34.5% | +30.7% | +37.4% |
| 5Y | +82.3% | -40.3% | +122.5% | +92.7% |
| 10Y | +241.6% | +421.5% | -179.9% | +55.7% |
| All | +1,183.9% | +1,568.5% | -384.6% | +271.7% |
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