-11.2%
SHOP vs ZBRA
+14.4%
-25.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.1% |
| 7D | -11.2% | -3.4% | -7.8% | -10.1% |
| 30D | -14.4% | -7.4% | -7.0% | -12.1% |
| 3M | +16.6% | +57.5% | -40.9% | -1.1% |
| 6M | -0.6% | +64.0% | -64.5% | -18.1% |
| YTD | -20.0% | +44.3% | -64.3% | -31.4% |
| 1Y | -11.2% | +10.9% | -22.1% | -13.1% |
| All | -11.2% | +14.4% | -25.6% | -13.1% |
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