-84.2%
OPEN vs ZBRA
-40.4%
-43.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -0.4% |
| 7D | -2.9% | -1.8% | -1.1% | -1.4% |
| 30D | -13.8% | -8.8% | -5.0% | -7.0% |
| 3M | -30.9% | +47.2% | -78.1% | -53.6% |
| 6M | -40.9% | +61.3% | -102.2% | -64.4% |
| YTD | -48.5% | +42.0% | -90.6% | -66.2% |
| 1Y | -50.9% | +10.5% | -61.4% | -58.7% |
| 3Y | -20.6% | +34.5% | -55.1% | -51.6% |
| 5Y | -84.2% | -40.3% | -43.9% | -78.8% |
| All | -84.2% | -40.4% | -43.8% | -78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling