+69.6%
PBR vs ZBRA
+18.2%
+51.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.5% | -3.4% | -1.8% |
| 7D | +8.6% | +1.8% | +6.8% | +8.8% |
| 30D | +12.8% | -1.7% | +14.5% | +12.7% |
| 3M | +14.7% | +47.8% | -33.1% | +19.5% |
| 6M | +25.2% | +56.7% | -31.6% | +31.3% |
| YTD | +77.1% | +49.4% | +27.8% | +84.8% |
| 1Y | +69.6% | +16.5% | +53.0% | +78.2% |
| All | +69.6% | +18.2% | +51.4% | +78.2% |
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 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