+390.5%
ONTO vs ZBRA
+46.4%
+344.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.1% | +11.0% | +11.0% |
| 7D | -14.0% | -10.9% | -3.2% | -7.9% |
| 30D | -43.1% | -16.6% | -26.5% | -36.1% |
| 3M | -35.5% | -11.6% | -23.9% | -30.2% |
| 6M | -41.1% | +40.2% | -81.2% | -54.7% |
| YTD | +9.8% | +32.6% | -22.8% | -14.2% |
| 1Y | +31.5% | +24.7% | +6.8% | +7.3% |
| 3Y | +45.2% | +56.3% | -11.1% | +0.5% |
| 5Y | +86.7% | -47.0% | +133.7% | +163.2% |
| All | +390.5% | +46.4% | +344.1% | +227.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling