+371.1%
PSX vs ZBRA
-40.8%
+411.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +1.0% |
| 7D | +1.8% | -1.8% | +3.6% | +2.1% |
| 30D | +21.6% | -8.8% | +30.4% | +23.6% |
| 3M | +46.5% | +47.2% | -0.8% | +34.0% |
| 6M | +62.0% | +61.3% | +0.7% | +44.4% |
| YTD | +106.3% | +42.0% | +64.3% | +88.0% |
| 1Y | +103.0% | +10.5% | +92.5% | +95.6% |
| 3Y | +135.5% | +34.5% | +101.0% | +112.7% |
| All | +371.1% | -40.8% | +411.8% | +377.0% |
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 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