+2,281.8%
NDAQ vs ZBRA
+1,534.1%
+747.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.9% | -1.0% |
| 7D | -2.6% | +2.6% | -5.1% | -3.4% |
| 30D | +0.5% | -6.4% | +6.8% | +2.6% |
| 3M | +9.9% | +51.3% | -41.4% | -6.0% |
| 6M | +8.2% | +60.5% | -52.3% | -10.0% |
| YTD | -1.5% | +45.2% | -46.7% | -15.8% |
| 1Y | +1.3% | +12.3% | -11.0% | -6.3% |
| 3Y | +92.6% | +37.5% | +55.1% | +58.4% |
| 5Y | +53.8% | -39.2% | +93.0% | +61.7% |
| 10Y | +376.0% | +417.0% | -41.0% | +103.8% |
| All | +2,281.8% | +1,534.1% | +747.6% | +430.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling