+790.9%
NOW vs ZBRA
+407.5%
+383.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -1.4% |
| 7D | -4.1% | -1.8% | -2.3% | -3.3% |
| 30D | +2.9% | -8.8% | +11.7% | +6.9% |
| 3M | +22.6% | +47.2% | -24.7% | +1.6% |
| 6M | +7.5% | +61.3% | -53.8% | -15.3% |
| YTD | -14.4% | +42.0% | -56.4% | -29.4% |
| 1Y | -29.8% | +10.5% | -40.3% | -35.7% |
| 3Y | +9.2% | +34.5% | -25.3% | -14.1% |
| 5Y | +0.8% | -40.3% | +41.1% | +13.7% |
| 10Y | +790.9% | +421.5% | +369.4% | +306.8% |
| All | +790.9% | +407.5% | +383.5% | +306.8% |
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