+5,367.1%
O vs ZBRA
+4,368.8%
+998.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | +0.1% |
| 7D | -0.6% | +2.6% | -3.1% | -1.0% |
| 30D | -2.0% | -6.4% | +4.4% | -1.0% |
| 3M | +3.0% | +51.3% | -48.3% | -4.3% |
| 6M | -3.6% | +60.5% | -64.1% | -11.7% |
| YTD | +12.1% | +45.2% | -33.1% | +3.9% |
| 1Y | +8.9% | +12.3% | -3.5% | +4.8% |
| 3Y | +30.3% | +37.5% | -7.2% | +18.3% |
| 5Y | +13.7% | -39.2% | +52.9% | +15.3% |
| 10Y | +50.3% | +417.0% | -366.7% | +5.4% |
| All | +5,367.1% | +4,368.8% | +998.3% | +2,822.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling