+695.9%
PH vs ZBRA
+382.3%
+313.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -2.0% | -0.8% |
| 7D | +4.3% | +0.6% | +3.7% | +4.1% |
| 30D | +0.1% | -14.0% | +14.2% | +5.9% |
| 3M | -9.4% | -14.7% | +5.3% | -4.1% |
| 6M | +8.8% | +31.3% | -22.5% | -6.0% |
| YTD | +9.6% | +33.4% | -23.8% | -7.5% |
| 1Y | +14.4% | +34.1% | -19.7% | -3.7% |
| 3Y | +134.5% | +59.9% | +74.6% | +75.1% |
| 5Y | +204.4% | -45.3% | +249.7% | +248.1% |
| All | +695.9% | +382.3% | +313.6% | +341.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling