-9.6%
PATH vs ZBRA
+21.4%
-31.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.5% | -0.7% |
| 7D | -2.3% | -2.5% | +0.2% | -1.5% |
| 30D | -4.8% | -17.0% | +12.2% | +0.6% |
| 3M | -17.7% | -15.0% | -2.7% | -13.7% |
| 6M | +18.9% | +42.2% | -23.3% | +9.0% |
| YTD | -21.7% | +32.4% | -54.1% | -27.7% |
| 1Y | -9.6% | +23.3% | -33.0% | -11.4% |
| All | -9.6% | +21.4% | -31.0% | -11.4% |
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 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