+7,788.2%
SHOP vs ZBRA
+221.2%
+7,567.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.8% | -4.8% | -6.1% |
| 7D | -4.1% | +2.6% | -6.7% | -5.3% |
| 30D | -11.5% | -6.4% | -5.2% | -8.2% |
| 3M | +21.1% | +51.3% | -30.2% | -5.7% |
| 6M | +3.0% | +60.5% | -57.5% | -23.6% |
| YTD | -16.7% | +45.2% | -61.9% | -35.5% |
| 1Y | -8.3% | +12.3% | -20.6% | -18.3% |
| 3Y | +112.8% | +37.5% | +75.3% | +66.8% |
| 5Y | -9.3% | -39.2% | +29.9% | +5.6% |
| 10Y | +3,003.4% | +417.0% | +2,586.5% | +1,567.1% |
| All | +7,788.2% | +221.2% | +7,567.0% | +4,538.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling