-1.6%
NDAQ vs ZBRA
+10.3%
-11.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | -6.8% | -3.8% | -3.0% | -6.3% |
| 30D | -3.2% | -10.2% | +7.0% | -1.9% |
| 3M | +6.5% | +58.7% | -52.2% | -1.5% |
| 6M | +5.7% | +61.9% | -56.2% | -3.1% |
| YTD | -4.6% | +41.7% | -46.3% | -10.9% |
| 1Y | -1.6% | +12.4% | -13.9% | -5.6% |
| All | -1.6% | +10.3% | -11.8% | -5.6% |
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