+197.9%
PAAS vs ZBRA
+373.1%
-175.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.9% | -1.2% | -3.6% |
| 7D | -7.0% | -1.2% | -5.9% | -6.8% |
| 30D | -15.3% | -17.8% | +2.5% | -12.1% |
| 3M | -27.7% | -16.0% | -11.7% | -25.4% |
| 6M | -40.5% | +31.4% | -71.9% | -44.0% |
| YTD | -26.5% | +30.9% | -57.4% | -31.4% |
| 1Y | -0.8% | +24.3% | -25.1% | -6.5% |
| 3Y | +196.9% | +54.2% | +142.8% | +161.5% |
| 5Y | +49.2% | -46.3% | +95.5% | +51.9% |
| All | +197.9% | +373.1% | -175.2% | +56.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling