+504.9%
P vs ZBRA
+311.7%
+193.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.5% | +4.8% | +5.6% |
| 7D | -9.6% | -9.5% | -0.1% | -5.6% |
| 30D | -33.4% | -15.6% | -17.8% | -28.1% |
| 3M | +14.2% | -13.2% | +27.4% | +21.8% |
| 6M | +31.6% | +44.5% | -13.0% | +8.7% |
| YTD | +53.5% | +34.5% | +18.9% | +29.5% |
| 1Y | +14.2% | +25.9% | -11.7% | -0.9% |
| 3Y | +190.5% | +61.3% | +129.2% | +124.3% |
| 5Y | +256.3% | -45.2% | +301.5% | +320.8% |
| 10Y | +707.9% | +386.5% | +321.3% | +378.9% |
| All | +504.9% | +311.7% | +193.2% | +249.5% |
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