+13.5%
PSA vs ZBRA
-40.9%
+54.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -3.6% | -3.8% | +0.1% | -3.0% |
| 30D | -9.4% | -10.2% | +0.8% | -7.8% |
| 3M | -8.2% | +58.7% | -66.9% | -16.1% |
| 6M | -1.8% | +61.9% | -63.7% | -11.2% |
| YTD | +15.7% | +41.7% | -25.9% | +6.9% |
| 1Y | +6.3% | +12.4% | -6.1% | +2.3% |
| 3Y | +21.6% | +34.2% | -12.6% | +7.8% |
| 5Y | +13.5% | -40.8% | +54.2% | +14.2% |
| All | +13.5% | -40.9% | +54.4% | +14.2% |
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