+210.7%
PAAS vs ZBRA
+387.4%
-176.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -1.7% |
| 7D | -5.2% | -1.5% | -3.7% | -4.9% |
| 30D | -13.9% | -15.6% | +1.7% | -11.1% |
| 3M | -23.8% | -14.5% | -9.3% | -21.6% |
| 6M | -36.4% | +50.9% | -87.3% | -41.8% |
| YTD | -23.4% | +34.8% | -58.2% | -28.9% |
| 1Y | +5.6% | +28.3% | -22.7% | -1.1% |
| 3Y | +209.7% | +58.8% | +150.9% | +171.1% |
| 5Y | +55.6% | -44.0% | +99.6% | +57.2% |
| All | +210.7% | +387.4% | -176.7% | +62.7% |
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 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