+1,341.2%
MU vs ZBRA
+34.1%
+1,307.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.2% | -0.3% |
| 7D | +7.2% | +2.6% | +4.6% | +5.9% |
| 30D | +14.0% | -6.4% | +20.3% | +17.4% |
| 3M | +5.4% | +51.3% | -45.9% | -15.6% |
| 6M | +170.3% | +60.5% | +109.8% | +106.3% |
| YTD | +250.7% | +45.2% | +205.5% | +177.9% |
| 1Y | +662.1% | +12.3% | +649.8% | +598.3% |
| 3Y | +1,341.2% | +37.5% | +1,303.7% | +1,079.0% |
| All | +1,341.2% | +34.1% | +1,307.1% | +1,079.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling