+86.4%
META vs ZBRA
-45.5%
+131.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.9% | +1.0% | +2.2% |
| 7D | +5.2% | +0.6% | +4.6% | +4.9% |
| 30D | -13.0% | -14.0% | +1.0% | -8.2% |
| 3M | +7.9% | -14.7% | +22.6% | +14.0% |
| 6M | +4.2% | +31.3% | -27.1% | -9.8% |
| YTD | -2.5% | +33.4% | -36.0% | -17.7% |
| 1Y | +5.6% | +34.1% | -28.6% | -11.2% |
| 3Y | +96.8% | +59.9% | +36.9% | +39.2% |
| All | +86.4% | -45.5% | +131.9% | +146.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling