+267.7%
PR vs ZBRA
-45.5%
+313.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.7% | +0.7% |
| 7D | +6.0% | +0.6% | +5.4% | +5.7% |
| 30D | -4.2% | -14.0% | +9.8% | -0.2% |
| 3M | +10.0% | -14.7% | +24.6% | +14.4% |
| 6M | +15.6% | +31.3% | -15.7% | +2.8% |
| YTD | +68.2% | +33.4% | +34.8% | +45.8% |
| 1Y | +79.2% | +34.1% | +45.1% | +54.7% |
| 3Y | +94.9% | +59.9% | +35.0% | +50.0% |
| All | +267.7% | -45.5% | +313.1% | +363.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling