+11.0%
S vs ZBRA
+10.3%
+0.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | +0.1% | -3.8% | +3.8% | +1.1% |
| 30D | -11.8% | -10.2% | -1.6% | -9.3% |
| 3M | +33.9% | +58.7% | -24.7% | +17.9% |
| 6M | +40.1% | +61.9% | -21.8% | +22.6% |
| YTD | +32.1% | +41.7% | -9.6% | +18.7% |
| 1Y | +11.0% | +12.4% | -1.3% | +7.1% |
| All | +11.0% | +10.3% | +0.8% | +7.1% |
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