+158.4%
MMM vs ZBRA
+58.5%
+99.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -1.5% |
| 7D | -0.4% | +0.6% | -1.0% | -0.6% |
| 30D | +12.1% | -14.0% | +26.2% | +16.6% |
| 3M | +1.4% | -14.7% | +16.1% | +5.5% |
| 6M | +26.6% | +31.3% | -4.7% | +14.8% |
| YTD | +16.8% | +33.4% | -16.6% | +4.5% |
| 1Y | +10.1% | +34.1% | -24.0% | -1.7% |
| 3Y | +158.4% | +59.9% | +98.5% | +115.8% |
| All | +158.4% | +58.5% | +99.9% | +115.8% |
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 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