+871.5%
MU vs ZBRA
+58.4%
+813.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.3% |
| 7D | -15.2% | -2.5% | -12.7% | -13.9% |
| 30D | -29.5% | -17.0% | -12.5% | -22.8% |
| 3M | -15.8% | -15.0% | -0.8% | -8.9% |
| 6M | -2.9% | +42.2% | -45.1% | -21.9% |
| YTD | +154.2% | +32.4% | +121.9% | +107.9% |
| 1Y | +186.6% | +23.3% | +163.3% | +145.3% |
| 3Y | +871.5% | +55.9% | +815.6% | +643.4% |
| All | +871.5% | +58.4% | +813.1% | +643.4% |
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