+73.2%
PR vs ZBRA
+50.6%
+22.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | -16.4% | -10.9% | -5.5% | -14.4% |
| 30D | -1.9% | -16.6% | +14.7% | +1.7% |
| 3M | +8.0% | -11.6% | +19.5% | +10.4% |
| 6M | +4.1% | +40.2% | -36.1% | -7.5% |
| YTD | +58.7% | +32.6% | +26.1% | +41.4% |
| 1Y | +75.8% | +24.7% | +51.1% | +60.2% |
| 3Y | +73.2% | +56.3% | +16.9% | +35.4% |
| All | +73.2% | +50.6% | +22.6% | +35.4% |
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