+7,125.3%
NEE vs ZBRA
+8,965.3%
-1,840.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +0.7% |
| 7D | +1.1% | +2.6% | -1.5% | +0.8% |
| 30D | -0.2% | -6.4% | +6.1% | +0.3% |
| 3M | +0.5% | +51.3% | -50.7% | -3.7% |
| 6M | -6.5% | +60.5% | -67.0% | -11.2% |
| YTD | +6.7% | +45.2% | -38.5% | +2.1% |
| 1Y | +23.6% | +12.3% | +11.3% | +21.0% |
| 3Y | +37.1% | +37.5% | -0.4% | +29.8% |
| 5Y | +10.9% | -39.2% | +50.1% | +11.6% |
| 10Y | +245.4% | +417.0% | -171.6% | +188.9% |
| All | +7,125.3% | +8,965.3% | -1,840.0% | +5,135.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling