+17.9%
NOW vs ZBRA
+35.0%
-17.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.4% | -3.4% |
| 7D | -2.4% | +1.8% | -4.1% | -2.9% |
| 30D | +20.5% | -1.7% | +22.2% | +21.0% |
| 3M | +18.3% | +47.8% | -29.4% | +4.7% |
| 6M | +24.1% | +56.7% | -32.7% | +7.3% |
| YTD | -7.8% | +49.4% | -57.2% | -19.5% |
| 1Y | -21.4% | +16.5% | -37.9% | -26.1% |
| All | +17.9% | +35.0% | -17.2% | +4.8% |
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 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