-8.1%
PATH vs ZBRA
+21.2%
-29.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -5.3% | -10.9% | +5.5% | -2.1% |
| 30D | -0.5% | -16.6% | +16.1% | +5.0% |
| 3M | -7.1% | -11.6% | +4.4% | -3.7% |
| 6M | +23.8% | +40.2% | -16.3% | +13.9% |
| YTD | -20.7% | +32.6% | -53.3% | -26.8% |
| 1Y | -8.1% | +24.7% | -32.8% | -10.7% |
| All | -8.1% | +21.2% | -29.2% | -10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling