+303.5%
MXL vs ZBRA
+18.2%
+285.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.5% | +4.1% | +4.9% |
| 7D | +1.6% | +1.8% | -0.1% | +0.9% |
| 30D | -7.0% | -1.7% | -5.3% | -6.2% |
| 3M | -33.4% | +47.8% | -81.2% | -44.8% |
| 6M | +260.2% | +56.7% | +203.4% | +185.6% |
| YTD | +260.0% | +49.4% | +210.6% | +186.7% |
| 1Y | +303.5% | +16.5% | +286.9% | +287.2% |
| All | +303.5% | +18.2% | +285.3% | +287.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling