-42.3%
MSTR vs ZBRA
+25.3%
-67.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +4.8% |
| 7D | -1.8% | -13.6% | +11.8% | +2.8% |
| 30D | -13.3% | -11.5% | -1.8% | -9.8% |
| 3M | +46.0% | -9.9% | +55.8% | +50.9% |
| 6M | -22.4% | +48.6% | -71.0% | -33.8% |
| YTD | -6.2% | +36.9% | -43.1% | -19.0% |
| 1Y | -42.3% | +27.7% | -70.0% | -48.0% |
| All | -42.3% | +25.3% | -67.6% | -48.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling