-81.0%
PATH vs ZBRA
-34.7%
-46.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | +1.5% |
| 7D | +0.7% | -1.2% | +1.9% | +1.4% |
| 30D | -1.1% | -17.8% | +16.6% | +11.0% |
| 3M | -14.2% | -16.0% | +1.8% | -5.2% |
| 6M | +30.9% | +31.4% | -0.6% | +6.4% |
| YTD | -20.1% | +30.9% | -51.0% | -37.1% |
| 1Y | -8.1% | +24.3% | -32.4% | -25.0% |
| 3Y | -24.3% | +54.2% | -78.4% | -53.2% |
| 5Y | -75.6% | -46.3% | -29.3% | -68.8% |
| All | -81.0% | -34.7% | -46.3% | -77.8% |
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