+218.5%
PWR vs ZBRA
+35.9%
+182.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.8% | +3.3% | +4.6% |
| 7D | +4.2% | -3.4% | +7.6% | +5.3% |
| 30D | -4.0% | -7.4% | +3.4% | -1.9% |
| 3M | -4.8% | +57.5% | -62.3% | -19.2% |
| 6M | +14.6% | +64.0% | -49.3% | -4.7% |
| YTD | +54.2% | +44.3% | +9.9% | +32.2% |
| 1Y | +67.1% | +10.9% | +56.2% | +58.2% |
| 3Y | +218.5% | +37.5% | +180.9% | +163.2% |
| All | +218.5% | +35.9% | +182.5% | +163.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling