+267.4%
RTX vs ZBRA
+382.3%
-114.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.3% |
| 7D | +4.8% | +0.6% | +4.2% | +4.6% |
| 30D | +6.5% | -14.0% | +20.5% | +9.9% |
| 3M | -9.6% | -14.7% | +5.0% | -6.7% |
| 6M | +12.3% | +31.3% | -19.0% | +3.1% |
| YTD | +9.5% | +33.4% | -24.0% | -0.9% |
| 1Y | +15.8% | +34.1% | -18.3% | +4.6% |
| 3Y | +157.0% | +59.9% | +97.1% | +109.8% |
| 5Y | +148.8% | -45.3% | +194.1% | +172.8% |
| All | +267.4% | +382.3% | -114.9% | +135.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling