+33.5%
NEE vs ZBRA
+33.4%
0.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.2% |
| 7D | -1.9% | -3.8% | +1.8% | -1.7% |
| 30D | -3.1% | -10.2% | +7.1% | -2.5% |
| 3M | -2.4% | +58.7% | -61.1% | -5.7% |
| 6M | -8.6% | +61.9% | -70.5% | -12.2% |
| YTD | +4.9% | +41.7% | -36.7% | +1.7% |
| 1Y | +19.4% | +12.4% | +7.0% | +18.1% |
| All | +33.5% | +33.4% | 0.0% | +11.4% |
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 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