+29.4%
NDAQ vs ZBRA
+25.3%
+4.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.4% |
| 7D | +3.9% | -13.6% | +17.5% | +5.7% |
| 30D | +19.0% | -11.5% | +30.5% | +20.6% |
| 3M | +17.6% | -9.9% | +27.4% | +18.8% |
| 6M | +21.0% | +48.6% | -27.6% | +12.2% |
| YTD | +14.1% | +36.9% | -22.8% | +6.7% |
| 1Y | +29.4% | +27.7% | +1.7% | +22.7% |
| All | +29.4% | +25.3% | +4.1% | +22.7% |
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