-77.0%
PATH vs ZBRA
-47.4%
-29.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -5.3% | -10.9% | +5.5% | +1.3% |
| 30D | -0.5% | -16.6% | +16.1% | +10.8% |
| 3M | -7.1% | -11.6% | +4.4% | -0.4% |
| 6M | +23.8% | +40.2% | -16.3% | -4.7% |
| YTD | -20.7% | +32.6% | -53.3% | -38.3% |
| 1Y | -8.1% | +24.7% | -32.8% | -25.3% |
| 3Y | -21.8% | +56.3% | -78.1% | -52.8% |
| All | -77.0% | -47.4% | -29.6% | -70.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling