+13,784.9%
SHW vs ZBRA
+8,965.3%
+4,819.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.5% | -1.8% |
| 7D | -1.2% | +2.6% | -3.7% | -1.6% |
| 30D | -11.6% | -6.4% | -5.2% | -10.6% |
| 3M | +9.1% | +51.3% | -42.2% | +0.9% |
| 6M | -0.7% | +60.5% | -61.2% | -9.4% |
| YTD | +1.4% | +45.2% | -43.8% | -6.2% |
| 1Y | -12.3% | +12.3% | -24.6% | -15.6% |
| 3Y | +23.4% | +37.5% | -14.1% | +12.8% |
| 5Y | +15.0% | -39.2% | +54.2% | +17.9% |
| 10Y | +278.3% | +417.0% | -138.7% | +172.8% |
| All | +13,784.9% | +8,965.3% | +4,819.6% | +6,596.2% |
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 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