-81.2%
PATH vs ZBRA
-32.9%
-48.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.6% | -1.0% |
| 7D | -2.7% | -9.5% | +6.8% | +3.1% |
| 30D | -3.7% | -15.6% | +11.9% | +6.4% |
| 3M | -13.8% | -13.2% | -0.5% | -6.6% |
| 6M | +20.3% | +44.5% | -24.2% | -8.9% |
| YTD | -20.8% | +34.5% | -55.4% | -38.7% |
| 1Y | -9.2% | +25.9% | -35.1% | -26.4% |
| 3Y | -21.8% | +61.3% | -83.1% | -53.1% |
| 5Y | -77.4% | -45.2% | -32.3% | -71.5% |
| All | -81.2% | -32.9% | -48.3% | -78.4% |
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