+291.1%
P vs ZBRA
-39.4%
+330.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.4% | +2.9% |
| 7D | +7.8% | +2.6% | +5.3% | +6.6% |
| 30D | +12.3% | -6.4% | +18.7% | +15.8% |
| 3M | +37.1% | +51.3% | -14.2% | +10.9% |
| 6M | +66.1% | +60.5% | +5.6% | +29.1% |
| YTD | +50.9% | +45.2% | +5.7% | +22.1% |
| 1Y | +27.2% | +12.3% | +14.9% | +16.0% |
| 3Y | +158.7% | +37.5% | +121.2% | +112.7% |
| 5Y | +291.1% | -39.2% | +330.3% | +406.4% |
| All | +291.1% | -39.4% | +330.5% | +406.4% |
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