+438.6%
PWR vs ZBRA
-40.9%
+479.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | -0.2% | -3.8% | +3.6% | +0.9% |
| 30D | -7.7% | -10.2% | +2.5% | -4.7% |
| 3M | -4.9% | +58.7% | -63.6% | -19.6% |
| 6M | +9.7% | +61.9% | -52.2% | -8.5% |
| YTD | +46.7% | +41.7% | +5.0% | +26.4% |
| 1Y | +58.7% | +12.4% | +46.4% | +48.0% |
| 3Y | +200.7% | +34.2% | +166.5% | +156.3% |
| 5Y | +438.6% | -40.8% | +479.3% | +555.2% |
| All | +438.6% | -40.9% | +479.5% | +555.2% |
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