+1,527.5%
META vs ZBRA
+884.9%
+642.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.5% |
| 7D | +6.7% | +1.8% | +4.9% | +6.1% |
| 30D | +4.8% | -1.7% | +6.4% | +5.3% |
| 3M | -1.6% | +47.8% | -49.4% | -15.3% |
| 6M | -7.5% | +56.7% | -64.2% | -22.6% |
| YTD | -6.4% | +49.4% | -55.8% | -21.0% |
| 1Y | -17.3% | +16.5% | -33.9% | -24.5% |
| 3Y | +109.9% | +31.5% | +78.5% | +77.8% |
| 5Y | +65.4% | -38.6% | +103.9% | +74.5% |
| 10Y | +391.8% | +421.0% | -29.1% | +200.5% |
| All | +1,527.5% | +884.9% | +642.6% | +783.8% |
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 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