-21.5%
NOW vs ZBRA
+58.4%
-79.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.4% | -2.6% |
| 7D | -8.7% | -2.5% | -6.3% | -8.0% |
| 30D | -29.3% | -17.0% | -12.3% | -25.4% |
| 3M | -21.8% | -15.0% | -6.8% | -18.1% |
| 6M | +9.2% | +42.2% | -32.9% | -2.7% |
| YTD | -35.0% | +32.4% | -67.3% | -41.2% |
| 1Y | -42.5% | +23.3% | -65.8% | -46.8% |
| 3Y | -21.5% | +55.9% | -77.4% | -28.5% |
| All | -21.5% | +58.4% | -79.9% | -28.5% |
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 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