+31.3%
NFLX vs ZBRA
-40.4%
+71.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | 0.0% | +1.3% |
| 7D | -1.1% | -3.4% | +2.3% | 0.0% |
| 30D | +4.3% | -7.4% | +11.7% | +6.6% |
| 3M | -4.8% | +57.5% | -62.3% | -19.2% |
| 6M | -18.4% | +64.0% | -82.4% | -32.6% |
| YTD | -17.4% | +44.3% | -61.7% | -29.6% |
| 1Y | -35.7% | +10.9% | -46.6% | -39.9% |
| 3Y | +73.8% | +37.5% | +36.3% | +35.6% |
| All | +31.3% | -40.4% | +71.7% | +60.2% |
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