-6.1%
PATH vs ZBRA
+31.6%
-37.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.5% | -18.1% | -17.3% |
| 7D | -16.3% | +1.8% | -18.1% | -17.1% |
| 30D | +9.9% | -1.7% | +11.6% | +10.7% |
| 3M | +30.2% | +47.8% | -17.6% | +7.5% |
| 6M | +37.2% | +56.7% | -19.5% | +8.8% |
| YTD | -7.3% | +49.4% | -56.7% | -25.6% |
| 1Y | +40.0% | +16.5% | +23.5% | +27.9% |
| All | -6.1% | +31.6% | -37.7% | -33.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling