+348.6%
MXL vs ZBRA
+60.4%
+288.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.2% | +9.7% | +8.0% |
| 7D | +19.0% | -1.8% | +20.8% | +19.3% |
| 30D | +4.5% | -8.8% | +13.3% | +6.4% |
| 3M | -1.5% | +47.2% | -48.8% | -7.1% |
| 6M | +348.6% | +61.3% | +287.3% | +334.5% |
| All | +348.6% | +60.4% | +288.2% | +334.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling