+215.2%
PODD vs ZBRA
+435.2%
-220.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.9% | -2.6% |
| 7D | -10.5% | -3.4% | -7.1% | -9.6% |
| 30D | -9.0% | -7.4% | -1.6% | -7.0% |
| 3M | -11.5% | +57.5% | -69.1% | -25.1% |
| 6M | -44.7% | +64.0% | -108.7% | -54.2% |
| YTD | -53.6% | +44.3% | -97.9% | -60.4% |
| 1Y | -61.0% | +10.9% | -71.8% | -63.8% |
| 3Y | -24.7% | +37.5% | -62.2% | -38.1% |
| 5Y | -55.5% | -39.7% | -15.8% | -52.5% |
| All | +215.2% | +435.2% | -220.0% | +46.5% |
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