+281.8%
QCOM vs ZBRA
+407.5%
-125.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +2.3% |
| 7D | +4.4% | -1.8% | +6.1% | +5.1% |
| 30D | +9.4% | -8.8% | +18.2% | +13.6% |
| 3M | -13.7% | +47.2% | -60.9% | -28.6% |
| 6M | +28.9% | +61.3% | -32.4% | +0.9% |
| YTD | +4.7% | +42.0% | -37.3% | -14.0% |
| 1Y | +13.5% | +10.5% | +3.0% | +4.1% |
| 3Y | +77.1% | +34.5% | +42.6% | +43.2% |
| 5Y | +38.9% | -40.3% | +79.2% | +55.2% |
| 10Y | +281.8% | +421.5% | -139.7% | +122.1% |
| All | +281.8% | +407.5% | -125.7% | +122.1% |
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