+22.5%
P vs ZBRA
+10.3%
+12.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.2% | -1.8% | -3.4% |
| 7D | +5.0% | -1.8% | +6.8% | +5.6% |
| 30D | -0.9% | -8.8% | +7.9% | +2.0% |
| 3M | +38.7% | +47.2% | -8.6% | +21.2% |
| 6M | +54.4% | +61.3% | -6.9% | +31.2% |
| YTD | +44.8% | +42.0% | +2.8% | +27.6% |
| 1Y | +22.5% | +10.5% | +12.1% | +18.3% |
| All | +22.5% | +10.3% | +12.2% | +18.3% |
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