-59.4%
MSTR vs ZBRA
+10.5%
-69.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -2.1% |
| 7D | +7.7% | -1.8% | +9.5% | +8.5% |
| 30D | +36.3% | -8.8% | +45.1% | +40.5% |
| 3M | +13.4% | +47.2% | -33.8% | -3.5% |
| 6M | -4.5% | +61.3% | -65.8% | -23.9% |
| YTD | -12.7% | +42.0% | -54.7% | -26.3% |
| All | -59.4% | +10.5% | -69.9% | -61.0% |
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