+158.7%
P vs ZBRA
+34.1%
+124.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.4% | +3.0% |
| 7D | +7.8% | +2.6% | +5.3% | +6.5% |
| 30D | +12.3% | -6.4% | +18.7% | +16.0% |
| 3M | +37.1% | +51.3% | -14.2% | +8.9% |
| 6M | +66.1% | +60.5% | +5.6% | +26.2% |
| YTD | +50.9% | +45.2% | +5.7% | +19.8% |
| 1Y | +27.2% | +12.3% | +14.9% | +16.4% |
| 3Y | +158.7% | +37.5% | +121.2% | +109.7% |
| All | +158.7% | +34.1% | +124.6% | +109.7% |
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