+11,635.9%
RTX vs ZBRA
+9,227.6%
+2,408.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.1% | -0.9% |
| 7D | -5.2% | +1.8% | -6.9% | -5.5% |
| 30D | -9.4% | -1.7% | -7.7% | -9.2% |
| 3M | +12.3% | +47.8% | -35.5% | +3.5% |
| 6M | -3.1% | +56.7% | -59.9% | -12.0% |
| YTD | +10.7% | +49.4% | -38.7% | +1.0% |
| 1Y | +28.4% | +16.5% | +11.9% | +22.2% |
| 3Y | +147.1% | +31.5% | +115.6% | +124.0% |
| 5Y | +167.2% | -38.6% | +205.8% | +171.5% |
| 10Y | +274.7% | +421.0% | -146.2% | +155.8% |
| All | +11,635.9% | +9,227.6% | +2,408.3% | +5,267.9% |
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 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