-89.0%
OPEN vs ZBRA
+24.5%
-113.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.9% | -5.6% | -5.2% |
| 7D | -15.0% | +0.6% | -15.6% | -15.3% |
| 30D | -40.2% | -14.0% | -26.2% | -32.3% |
| 3M | -67.4% | -14.7% | -52.7% | -63.0% |
| 6M | -74.0% | +31.3% | -105.3% | -80.7% |
| YTD | -79.6% | +33.4% | -113.0% | -85.8% |
| 1Y | -86.1% | +34.1% | -120.2% | -90.3% |
| 3Y | -41.4% | +59.9% | -101.3% | -69.9% |
| 5Y | -94.9% | -45.3% | -49.6% | -93.0% |
| All | -89.0% | +24.5% | -113.5% | -89.9% |
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