+10.0%
S vs ZBRA
+36.8%
-26.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.5% | -1.1% |
| 7D | -5.8% | +2.6% | -8.4% | -6.9% |
| 30D | -9.2% | -6.4% | -2.8% | -6.6% |
| 3M | +23.4% | +51.3% | -27.9% | +1.5% |
| 6M | +36.9% | +60.5% | -23.6% | +8.5% |
| YTD | +29.5% | +45.2% | -15.7% | +6.4% |
| 1Y | +5.4% | +12.3% | -6.9% | -2.1% |
| All | +10.0% | +36.8% | -26.8% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling