-46.2%
SE vs ZBRA
+27.1%
-73.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | +0.7% |
| 7D | -0.5% | +0.6% | -1.1% | -0.6% |
| 30D | -20.9% | -14.0% | -6.9% | -18.7% |
| 3M | -38.9% | -14.7% | -24.2% | -37.1% |
| 6M | -19.4% | +31.3% | -50.7% | -26.1% |
| YTD | -40.9% | +33.4% | -74.4% | -48.2% |
| 1Y | -46.2% | +34.1% | -80.3% | -52.6% |
| All | -46.2% | +27.1% | -73.2% | -52.6% |
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