+3,781.0%
SHOP vs ZBRA
+382.3%
+3,398.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -1.0% |
| 7D | -1.2% | +0.6% | -1.8% | -1.6% |
| 30D | -14.7% | -14.0% | -0.7% | -6.3% |
| 3M | -7.2% | -14.7% | +7.4% | +2.6% |
| 6M | +54.2% | +31.3% | +22.9% | +26.8% |
| YTD | -8.6% | +33.4% | -42.1% | -27.6% |
| 1Y | +0.5% | +34.1% | -33.6% | -20.7% |
| 3Y | +135.9% | +59.9% | +76.0% | +61.4% |
| 5Y | -11.9% | -45.3% | +33.4% | +11.9% |
| All | +3,781.0% | +382.3% | +3,398.7% | +1,768.8% |
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