+137.1%
PH vs ZBRA
+33.4%
+103.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -3.1% | -3.8% | +0.6% | -2.0% |
| 30D | -11.8% | -10.2% | -1.6% | -8.9% |
| 3M | +6.9% | +58.7% | -51.8% | -10.3% |
| 6M | -1.3% | +61.9% | -63.2% | -18.8% |
| YTD | +7.0% | +41.7% | -34.7% | -8.4% |
| 1Y | +23.1% | +12.4% | +10.8% | +15.3% |
| All | +137.1% | +33.4% | +103.7% | +96.7% |
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