+246.6%
PAAS vs ZBRA
+34.1%
+212.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | -0.1% |
| 7D | +2.0% | +2.6% | -0.6% | +1.5% |
| 30D | -0.1% | -6.4% | +6.3% | +1.1% |
| 3M | +8.2% | +51.3% | -43.0% | -1.1% |
| 6M | -13.8% | +60.5% | -74.3% | -22.4% |
| YTD | -0.6% | +45.2% | -45.8% | -9.6% |
| 1Y | +44.0% | +12.3% | +31.7% | +38.2% |
| 3Y | +246.6% | +37.5% | +209.1% | +192.3% |
| All | +246.6% | +34.1% | +212.5% | +192.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling