+72.9%
PBR vs ZBRA
+25.3%
+47.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.9% | -7.9% | -6.9% |
| 7D | -11.0% | -13.6% | +2.6% | -12.6% |
| 30D | -18.8% | -11.5% | -7.3% | -19.9% |
| 3M | +7.8% | -9.9% | +17.7% | +6.7% |
| 6M | -7.6% | +48.6% | -56.2% | -1.3% |
| YTD | +72.7% | +36.9% | +35.7% | +81.8% |
| 1Y | +72.9% | +27.7% | +45.3% | +82.2% |
| All | +72.9% | +25.3% | +47.7% | +82.2% |
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