+287.6%
MP vs ZBRA
+23.5%
+264.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.9% | +1.6% | +2.6% |
| 7D | +9.5% | +0.6% | +8.8% | +9.1% |
| 30D | -3.0% | -14.0% | +11.1% | +4.2% |
| 3M | -30.4% | -14.7% | -15.7% | -25.1% |
| 6M | -39.2% | +31.3% | -70.5% | -48.3% |
| YTD | -23.3% | +33.4% | -56.7% | -37.0% |
| 1Y | -32.6% | +34.1% | -66.8% | -44.9% |
| 3Y | +159.3% | +59.9% | +99.4% | +75.9% |
| 5Y | -16.4% | -45.3% | +28.8% | +1.7% |
| All | +287.6% | +23.5% | +264.1% | +256.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling