+113.1%
MSTR vs ZBRA
-39.1%
+152.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.8% | -1.6% | -2.5% |
| 7D | +9.3% | +2.6% | +6.7% | +7.6% |
| 30D | +36.5% | -6.4% | +42.9% | +42.9% |
| 3M | +7.3% | +51.3% | -44.0% | -24.3% |
| 6M | +2.2% | +60.5% | -58.3% | -33.1% |
| YTD | -10.2% | +45.2% | -55.3% | -37.1% |
| 1Y | -58.6% | +12.3% | -71.0% | -64.7% |
| 3Y | +283.2% | +37.5% | +245.7% | +154.2% |
| All | +113.1% | -39.1% | +152.2% | +224.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling