-11.5%
SHW vs ZBRA
+14.4%
-25.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | 0.0% | +1.6% |
| 7D | -3.1% | -3.4% | +0.3% | -2.6% |
| 30D | -10.0% | -7.4% | -2.6% | -9.1% |
| 3M | +2.3% | +57.5% | -55.3% | -4.3% |
| 6M | +0.7% | +64.0% | -63.3% | -6.7% |
| YTD | +0.5% | +44.3% | -43.8% | -5.8% |
| 1Y | -11.5% | +10.9% | -22.3% | -19.2% |
| All | -11.5% | +14.4% | -25.9% | -19.2% |
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