+184.3%
SE vs ZBRA
+33.8%
+150.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.2% | -1.9% | -3.4% |
| 7D | -3.6% | -1.8% | -1.8% | -3.1% |
| 30D | -5.3% | -8.8% | +3.5% | -2.6% |
| 3M | +28.1% | +47.2% | -19.1% | +10.6% |
| 6M | +20.7% | +61.3% | -40.6% | +0.6% |
| YTD | -14.8% | +42.0% | -56.8% | -26.7% |
| 1Y | -43.6% | +10.5% | -54.0% | -47.1% |
| All | +184.3% | +33.8% | +150.5% | +189.5% |
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