+52.7%
ROST vs ZBRA
+25.3%
+27.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.2% | +6.0% |
| 7D | +7.8% | -13.6% | +21.4% | +9.8% |
| 30D | +8.6% | -11.5% | +20.1% | +10.1% |
| 3M | -1.9% | -9.9% | +7.9% | -0.9% |
| 6M | +9.1% | +48.6% | -39.4% | -0.1% |
| YTD | +37.2% | +36.9% | +0.3% | +25.1% |
| 1Y | +52.7% | +27.7% | +25.0% | +44.0% |
| All | +52.7% | +25.3% | +27.4% | +44.0% |
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