+116.1%
PAAS vs ZBRA
-39.4%
+155.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | -0.1% |
| 7D | +2.0% | +2.6% | -0.6% | +1.4% |
| 30D | -0.1% | -6.4% | +6.3% | +1.2% |
| 3M | +8.2% | +51.3% | -43.0% | -2.0% |
| 6M | -13.8% | +60.5% | -74.3% | -23.2% |
| YTD | -0.6% | +45.2% | -45.8% | -10.3% |
| 1Y | +44.0% | +12.3% | +31.7% | +37.3% |
| 3Y | +246.6% | +37.5% | +209.1% | +202.4% |
| 5Y | +116.1% | -39.2% | +155.3% | +88.0% |
| All | +116.1% | -39.4% | +155.5% | +88.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling