+146.0%
QLD vs ZBRA
+58.5%
+87.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.4% | -3.4% |
| 7D | +7.0% | +0.6% | +6.4% | +6.7% |
| 30D | -14.3% | -14.0% | -0.3% | -7.5% |
| 3M | -16.0% | -14.7% | -1.3% | -9.1% |
| 6M | -14.2% | +31.3% | -45.5% | -27.5% |
| YTD | +12.8% | +33.4% | -20.7% | -7.8% |
| 1Y | +14.1% | +34.1% | -20.1% | -7.2% |
| 3Y | +146.0% | +59.9% | +86.0% | +89.6% |
| All | +146.0% | +58.5% | +87.4% | +89.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling