+102.6%
PBR vs ZBRA
+35.9%
+66.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.7% | -1.0% |
| 7D | +5.4% | -3.4% | +8.8% | +5.6% |
| 30D | +22.9% | -7.4% | +30.3% | +23.5% |
| 3M | +19.6% | +57.5% | -37.9% | +14.3% |
| 6M | +16.5% | +64.0% | -47.5% | +10.4% |
| YTD | +86.7% | +44.3% | +42.4% | +78.8% |
| 1Y | +74.7% | +10.9% | +63.8% | +74.9% |
| 3Y | +102.6% | +37.5% | +65.1% | +91.6% |
| All | +102.6% | +35.9% | +66.7% | +91.6% |
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