+239.7%
PAAS vs ZBRA
+407.5%
-167.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.2% | +5.9% | +4.1% |
| 7D | +2.6% | -1.8% | +4.4% | +3.0% |
| 30D | +2.5% | -8.8% | +11.3% | +4.2% |
| 3M | +15.1% | +47.2% | -32.2% | +5.9% |
| 6M | -12.1% | +61.3% | -73.4% | -20.7% |
| YTD | +3.1% | +42.0% | -38.9% | -5.4% |
| 1Y | +50.8% | +10.5% | +40.4% | +44.8% |
| 3Y | +259.5% | +34.5% | +225.0% | +223.4% |
| 5Y | +126.3% | -40.3% | +166.6% | +126.3% |
| 10Y | +239.7% | +421.5% | -181.8% | +73.4% |
| All | +239.7% | +407.5% | -167.7% | +73.4% |
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 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