+11,506.7%
RTX vs ZBRA
+8,231.4%
+3,275.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.2% |
| 7D | +4.8% | +0.6% | +4.2% | +4.7% |
| 30D | +6.5% | -14.0% | +20.5% | +9.2% |
| 3M | -9.6% | -14.7% | +5.0% | -7.3% |
| 6M | +12.3% | +31.3% | -19.0% | +5.3% |
| YTD | +9.5% | +33.4% | -24.0% | +1.6% |
| 1Y | +15.8% | +34.1% | -18.3% | +7.4% |
| 3Y | +157.0% | +59.9% | +97.1% | +124.3% |
| 5Y | +148.8% | -45.3% | +194.1% | +157.8% |
| 10Y | +264.0% | +384.4% | -120.4% | +151.3% |
| All | +11,506.7% | +8,231.4% | +3,275.3% | +5,302.7% |
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