+104.8%
MMM vs ZBRA
+34.1%
+70.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | +0.1% |
| 7D | -1.6% | +2.6% | -4.2% | -2.3% |
| 30D | -8.0% | -6.4% | -1.6% | -6.4% |
| 3M | +9.4% | +51.3% | -41.9% | -4.3% |
| 6M | +10.2% | +60.5% | -50.3% | -5.9% |
| YTD | +6.1% | +45.2% | -39.1% | -6.9% |
| 1Y | +10.8% | +12.3% | -1.6% | +4.9% |
| 3Y | +104.8% | +37.5% | +67.3% | +71.4% |
| All | +104.8% | +34.1% | +70.7% | +71.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling