-47.1%
OPEN vs ZBRA
+18.2%
-65.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.8% | 0.0% |
| 7D | -4.3% | +1.8% | -6.0% | -5.0% |
| 30D | -16.2% | -1.7% | -14.5% | -15.6% |
| 3M | -36.4% | +47.8% | -84.1% | -48.7% |
| 6M | -35.5% | +56.7% | -92.2% | -50.4% |
| YTD | -46.0% | +49.4% | -95.4% | -58.4% |
| 1Y | -47.1% | +16.5% | -63.7% | -35.2% |
| All | -47.1% | +18.2% | -65.3% | -35.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling