+32.6%
NET vs ZBRA
-42.6%
+75.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -3.2% |
| 7D | -16.4% | -13.6% | -2.8% | -8.3% |
| 30D | -25.8% | -11.5% | -14.3% | -19.9% |
| 3M | -11.5% | -9.9% | -1.7% | -5.8% |
| 6M | +18.9% | +48.6% | -29.7% | -14.2% |
| YTD | +35.2% | +36.9% | -1.7% | +0.6% |
| 1Y | +14.5% | +27.7% | -13.2% | -10.5% |
| 3Y | +313.8% | +55.1% | +258.7% | +129.3% |
| 5Y | +32.6% | -44.4% | +76.9% | +101.9% |
| All | +32.6% | -42.6% | +75.2% | +101.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling