+87.1%
PR vs ZBRA
+411.1%
-324.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.8% | +4.1% | +2.3% |
| 7D | -0.6% | +2.6% | -3.2% | -1.6% |
| 30D | +17.4% | -6.4% | +23.7% | +20.0% |
| 3M | +21.8% | +51.3% | -29.5% | +0.8% |
| 6M | +27.6% | +60.5% | -32.9% | +1.8% |
| YTD | +71.4% | +45.2% | +26.2% | +40.7% |
| 1Y | +78.3% | +12.3% | +66.0% | +61.5% |
| 3Y | +85.5% | +37.5% | +48.0% | +47.7% |
| 5Y | +422.7% | -39.2% | +461.8% | +467.0% |
| 10Y | +87.1% | +417.0% | -329.9% | +6.1% |
| All | +87.1% | +411.1% | -324.0% | +6.1% |
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