+13.5%
QCOM vs ZBRA
+10.3%
+3.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +1.9% |
| 7D | +4.4% | -1.8% | +6.1% | +4.8% |
| 30D | +9.4% | -8.8% | +18.2% | +12.0% |
| 3M | -13.7% | +47.2% | -60.9% | -23.6% |
| 6M | +28.9% | +61.3% | -32.4% | +10.4% |
| YTD | +4.7% | +42.0% | -37.3% | -7.3% |
| 1Y | +13.5% | +10.5% | +3.0% | +11.9% |
| All | +13.5% | +10.3% | +3.2% | +11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling