+2.6%
NOW vs ZBRA
-39.4%
+42.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.8% | -2.2% | -3.9% |
| 7D | -6.1% | +2.6% | -8.7% | -7.0% |
| 30D | +7.5% | -6.4% | +13.8% | +10.2% |
| 3M | +17.5% | +51.3% | -33.7% | -2.9% |
| 6M | +7.9% | +60.5% | -52.6% | -13.8% |
| YTD | -12.4% | +45.2% | -57.6% | -27.7% |
| 1Y | -28.6% | +12.3% | -40.9% | -34.3% |
| 3Y | +11.8% | +37.5% | -25.7% | -13.0% |
| 5Y | +2.6% | -39.2% | +41.8% | +41.0% |
| All | +2.6% | -39.4% | +42.1% | +41.0% |
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