+521.8%
NOW vs ZBRA
+381.8%
+140.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.9% | +1.3% | +2.4% |
| 7D | -5.6% | -1.5% | -4.1% | -4.9% |
| 30D | -26.8% | -15.6% | -11.1% | -21.2% |
| 3M | -19.4% | -14.5% | -4.9% | -14.0% |
| 6M | +12.3% | +50.9% | -38.6% | -8.7% |
| YTD | -32.9% | +34.8% | -67.8% | -43.5% |
| 1Y | -40.3% | +28.3% | -68.6% | -48.6% |
| 3Y | -19.1% | +58.8% | -77.9% | -41.4% |
| 5Y | -24.4% | -44.0% | +19.7% | -12.0% |
| 10Y | +521.8% | +389.6% | +132.2% | +179.5% |
| All | +521.8% | +381.8% | +140.0% | +179.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling