+58,803.3%
MU vs ZBRA
+8,164.1%
+50,639.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.4% |
| 7D | -15.2% | -2.5% | -12.7% | -14.1% |
| 30D | -29.5% | -17.0% | -12.5% | -23.8% |
| 3M | -15.8% | -15.0% | -0.8% | -9.9% |
| 6M | -2.9% | +42.2% | -45.1% | -18.2% |
| YTD | +154.2% | +32.4% | +121.9% | +117.7% |
| 1Y | +186.6% | +23.3% | +163.3% | +152.9% |
| 3Y | +871.5% | +55.9% | +815.6% | +674.3% |
| 5Y | +911.7% | -44.8% | +956.4% | +1,083.0% |
| 10Y | +4,277.4% | +371.4% | +3,906.0% | +2,059.8% |
| All | +58,803.3% | +8,164.1% | +50,639.2% | +14,640.4% |
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 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