+1,252.0%
MSTR vs ZBRA
+1,992.7%
-740.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -2.1% |
| 7D | +12.2% | +1.8% | +10.4% | +11.4% |
| 30D | +45.2% | -1.7% | +46.9% | +46.4% |
| 3M | +10.4% | +47.8% | -37.4% | -10.7% |
| 6M | -2.5% | +56.7% | -59.2% | -24.3% |
| YTD | -6.0% | +49.4% | -55.4% | -25.7% |
| 1Y | -56.4% | +16.5% | -73.0% | -61.3% |
| 3Y | +306.3% | +31.5% | +274.8% | +234.1% |
| 5Y | +100.5% | -38.6% | +139.1% | +139.3% |
| 10Y | +741.1% | +421.0% | +320.1% | +278.9% |
| All | +1,252.0% | +1,992.7% | -740.8% | +124.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling