+29.7%
Q vs ZBRA
+10.3%
+19.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.6% |
| 7D | +4.1% | -3.8% | +7.9% | +5.4% |
| 30D | -10.7% | -10.2% | -0.5% | -7.4% |
| 3M | -11.7% | +58.7% | -70.4% | -26.9% |
| 6M | +8.3% | +61.9% | -53.6% | -11.5% |
| YTD | +51.3% | +41.7% | +9.6% | +25.3% |
| All | +29.7% | +10.3% | +19.5% | +13.5% |
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