+229.2%
MXL vs ZBRA
+35.9%
+193.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.8% | +5.7% | +6.4% |
| 7D | +18.9% | -3.4% | +22.3% | +21.3% |
| 30D | +0.3% | -7.4% | +7.7% | +5.5% |
| 3M | -8.0% | +57.5% | -65.6% | -34.6% |
| 6M | +341.2% | +64.0% | +277.3% | +195.4% |
| YTD | +327.8% | +44.3% | +283.5% | +210.4% |
| 1Y | +364.9% | +10.9% | +354.0% | +318.8% |
| 3Y | +229.2% | +37.5% | +191.7% | +163.9% |
| All | +229.2% | +35.9% | +193.3% | +163.9% |
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