-70.8%
OPEN vs ZBRA
+39.4%
-110.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.8% | -0.6% |
| 7D | -4.3% | +1.8% | -6.0% | -5.6% |
| 30D | -16.2% | -1.7% | -14.5% | -15.1% |
| 3M | -36.4% | +47.8% | -84.1% | -56.7% |
| 6M | -35.5% | +56.7% | -92.2% | -59.4% |
| YTD | -46.0% | +49.4% | -95.4% | -65.6% |
| 1Y | -47.1% | +16.5% | -63.7% | -57.3% |
| 3Y | -19.0% | +31.5% | -50.5% | -47.2% |
| 5Y | -83.6% | -38.6% | -45.0% | -79.5% |
| All | -70.8% | +39.4% | -110.2% | -75.6% |
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