+256.3%
P vs ZBRA
-45.3%
+301.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.5% | +4.8% | +5.6% |
| 7D | -9.6% | -9.5% | -0.1% | -5.4% |
| 30D | -33.4% | -15.6% | -17.8% | -27.9% |
| 3M | +14.2% | -13.2% | +27.4% | +22.1% |
| 6M | +31.6% | +44.5% | -13.0% | +7.7% |
| YTD | +53.5% | +34.5% | +18.9% | +28.4% |
| 1Y | +14.2% | +25.9% | -11.7% | -1.4% |
| 3Y | +190.5% | +61.3% | +129.2% | +124.5% |
| 5Y | +256.3% | -45.2% | +301.5% | +409.3% |
| All | +256.3% | -45.3% | +301.7% | +409.3% |
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 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