+50.0%
ONTO vs ZBRA
+58.5%
-8.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.9% | -4.8% | -4.1% |
| 7D | +17.5% | +0.6% | +16.9% | +17.2% |
| 30D | -15.7% | -14.0% | -1.6% | -7.6% |
| 3M | -39.7% | -14.7% | -25.1% | -33.7% |
| 6M | -26.5% | +31.3% | -57.8% | -39.9% |
| YTD | +29.0% | +33.4% | -4.4% | +1.0% |
| 1Y | +57.0% | +34.1% | +22.8% | +22.3% |
| 3Y | +50.0% | +59.9% | -9.9% | +19.2% |
| All | +50.0% | +58.5% | -8.5% | +19.2% |
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