-81.0%
PATH vs ZBRA
-32.7%
-48.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.9% | +0.5% | +1.3% |
| 7D | -2.7% | -1.5% | -1.2% | -1.8% |
| 30D | -1.4% | -15.6% | +14.3% | +9.1% |
| 3M | -16.4% | -14.5% | -1.9% | -8.6% |
| 6M | +23.3% | +50.9% | -27.7% | -9.2% |
| YTD | -19.8% | +34.8% | -54.7% | -38.0% |
| 1Y | -8.6% | +28.3% | -36.9% | -26.8% |
| 3Y | -24.0% | +58.8% | -82.9% | -53.9% |
| 5Y | -77.1% | -44.0% | -33.1% | -71.4% |
| All | -81.0% | -32.7% | -48.2% | -78.1% |
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