-48.8%
SE vs ZBRA
+25.3%
-74.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.6% | +4.3% |
| 7D | +6.7% | -13.6% | +20.2% | +9.9% |
| 30D | -17.2% | -11.5% | -5.7% | -15.2% |
| 3M | -28.0% | -9.9% | -18.2% | -26.7% |
| 6M | -6.1% | +48.6% | -54.7% | -18.1% |
| YTD | -37.1% | +36.9% | -74.0% | -45.8% |
| 1Y | -48.8% | +27.7% | -76.5% | -54.9% |
| All | -48.8% | +25.3% | -74.1% | -54.9% |
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 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