+50,186.6%
QCOM vs ZBRA
+10,264.0%
+39,922.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.4% |
| 7D | +3.3% | +1.8% | +1.6% | +2.7% |
| 30D | +7.7% | -1.7% | +9.4% | +8.2% |
| 3M | -30.1% | +47.8% | -77.8% | -39.2% |
| 6M | +22.8% | +56.7% | -33.9% | +3.4% |
| YTD | +0.2% | +49.4% | -49.2% | -14.8% |
| 1Y | +7.9% | +16.5% | -8.7% | -0.6% |
| 3Y | +55.8% | +31.5% | +24.4% | +35.5% |
| 5Y | +30.1% | -38.6% | +68.7% | +41.7% |
| 10Y | +248.9% | +421.0% | -172.1% | +91.1% |
| All | +50,186.6% | +10,264.0% | +39,922.6% | +12,682.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling