+1,641.2%
PBR vs ZBRA
+1,401.1%
+240.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.3% |
| 7D | +0.3% | -1.8% | +2.1% | +0.9% |
| 30D | +17.5% | -8.8% | +26.3% | +21.3% |
| 3M | +20.9% | +47.2% | -26.3% | +1.4% |
| 6M | +20.2% | +61.3% | -41.1% | -3.8% |
| YTD | +84.3% | +42.0% | +42.3% | +52.4% |
| 1Y | +77.1% | +10.5% | +66.6% | +59.8% |
| 3Y | +100.8% | +34.5% | +66.3% | +57.0% |
| 5Y | +556.1% | -40.3% | +596.4% | +570.4% |
| 10Y | +676.1% | +421.5% | +254.5% | +185.1% |
| All | +1,641.2% | +1,401.1% | +240.1% | +257.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling