+3.6%
QCOM vs ZBRA
+26.9%
-23.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +1.3% |
| 7D | +2.0% | -1.5% | +3.5% | +2.4% |
| 30D | +1.2% | -15.6% | +16.9% | +5.5% |
| 3M | +9.1% | -14.5% | +23.6% | +13.3% |
| 6M | -25.0% | +50.9% | -75.9% | -31.8% |
| YTD | +4.8% | +34.8% | -30.0% | -4.0% |
| 1Y | +3.6% | +28.3% | -24.7% | -2.5% |
| All | +3.6% | +26.9% | -23.3% | -2.5% |
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 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