+30.0%
S vs ZBRA
+23.7%
+6.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -2.9% | -3.3% | -5.4% |
| 7D | +4.1% | -1.2% | +5.2% | +4.5% |
| 30D | -7.2% | -17.8% | +10.6% | -2.2% |
| 3M | 0.0% | -16.0% | +16.0% | +4.7% |
| 6M | +41.6% | +31.4% | +10.2% | +32.7% |
| YTD | +48.6% | +30.9% | +17.7% | +36.7% |
| 1Y | +30.0% | +24.3% | +5.7% | +22.2% |
| All | +30.0% | +23.7% | +6.4% | +22.2% |
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