-41.4%
OPEN vs ZBRA
+58.5%
-99.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.9% | -5.6% | -4.8% |
| 7D | -15.0% | +0.6% | -15.6% | -15.2% |
| 30D | -40.2% | -14.0% | -26.2% | -34.5% |
| 3M | -67.4% | -14.7% | -52.7% | -64.2% |
| 6M | -74.0% | +31.3% | -105.3% | -78.9% |
| YTD | -79.6% | +33.4% | -113.0% | -84.1% |
| 1Y | -86.1% | +34.1% | -120.2% | -89.2% |
| 3Y | -41.4% | +59.9% | -101.3% | -70.4% |
| All | -41.4% | +58.5% | -99.9% | -70.4% |
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 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