+378.1%
PSX vs ZBRA
+435.2%
-57.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.5% | -0.1% |
| 7D | +1.7% | -3.4% | +5.1% | +2.7% |
| 30D | +15.6% | -7.4% | +23.0% | +18.0% |
| 3M | +46.5% | +57.5% | -11.1% | +26.3% |
| 6M | +55.0% | +64.0% | -9.0% | +30.5% |
| YTD | +105.3% | +44.3% | +61.0% | +78.2% |
| 1Y | +101.6% | +10.9% | +90.7% | +88.9% |
| 3Y | +134.1% | +37.5% | +96.6% | +97.8% |
| 5Y | +368.7% | -39.7% | +408.3% | +400.4% |
| All | +378.1% | +435.2% | -57.1% | +161.7% |
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