+112.5%
NET vs ZBRA
-38.9%
+151.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.4% | -2.9% |
| 7D | -7.0% | +1.8% | -8.7% | -8.1% |
| 30D | -4.8% | -1.7% | -3.1% | -3.6% |
| 3M | +3.8% | +47.8% | -43.9% | -22.9% |
| 6M | +50.0% | +56.7% | -6.7% | +4.6% |
| YTD | +41.5% | +49.4% | -7.9% | +0.1% |
| 1Y | +32.8% | +16.5% | +16.3% | +11.8% |
| 3Y | +335.9% | +31.5% | +304.4% | +194.8% |
| All | +112.5% | -38.9% | +151.4% | +207.9% |
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