+16,536.3%
PSA vs ZBRA
+8,965.3%
+7,571.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.3% |
| 7D | -0.4% | +2.6% | -3.0% | -0.8% |
| 30D | -8.2% | -6.4% | -1.8% | -7.3% |
| 3M | -2.1% | +51.3% | -53.4% | -8.6% |
| 6M | -0.2% | +60.5% | -60.7% | -7.9% |
| YTD | +18.5% | +45.2% | -26.7% | +10.7% |
| 1Y | +6.6% | +12.3% | -5.8% | +3.0% |
| 3Y | +24.5% | +37.5% | -13.1% | +14.5% |
| 5Y | +13.6% | -39.2% | +52.8% | +15.3% |
| 10Y | +102.0% | +417.0% | -315.0% | +46.0% |
| All | +16,536.3% | +8,965.3% | +7,571.0% | +8,675.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling