-22.9%
PATH vs ZBRA
+58.5%
-81.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.6% | +0.4% |
| 7D | +2.1% | +0.6% | +1.5% | +1.8% |
| 30D | +1.6% | -14.0% | +15.6% | +8.3% |
| 3M | -20.4% | -14.7% | -5.8% | -15.1% |
| 6M | +40.1% | +31.3% | +8.8% | +22.0% |
| YTD | -19.0% | +33.4% | -52.5% | -31.5% |
| 1Y | -5.8% | +34.1% | -39.9% | -20.4% |
| 3Y | -22.9% | +59.9% | -82.9% | -51.8% |
| All | -22.9% | +58.5% | -81.5% | -51.8% |
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