+39.8%
NFLX vs ZBRA
+58.5%
-18.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.8% | -1.1% |
| 7D | -2.0% | +0.6% | -2.6% | -2.0% |
| 30D | -11.9% | -14.0% | +2.1% | -10.7% |
| 3M | -20.6% | -14.7% | -5.9% | -19.4% |
| 6M | -29.0% | +31.3% | -60.3% | -31.9% |
| YTD | -33.7% | +33.4% | -67.1% | -37.0% |
| 1Y | -46.2% | +34.1% | -80.3% | -49.0% |
| 3Y | +39.8% | +59.9% | -20.1% | +29.0% |
| All | +39.8% | +58.5% | -18.7% | +29.0% |
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