+2,993.7%
SHOP vs ZBRA
+435.2%
+2,558.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +0.6% |
| 7D | -11.2% | -3.4% | -7.8% | -9.2% |
| 30D | -14.4% | -7.4% | -7.0% | -10.2% |
| 3M | +16.6% | +57.5% | -40.9% | -13.9% |
| 6M | -0.6% | +64.0% | -64.5% | -29.8% |
| YTD | -20.0% | +44.3% | -64.3% | -39.7% |
| 1Y | -11.2% | +10.9% | -22.1% | -21.4% |
| 3Y | +99.5% | +37.5% | +62.0% | +50.0% |
| 5Y | -13.2% | -39.7% | +26.4% | +3.6% |
| All | +2,993.7% | +435.2% | +2,558.4% | +1,284.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling