+235.5%
SIMO vs ZBRA
+10.3%
+225.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.3% | +2.6% |
| 7D | +14.5% | -1.8% | +16.3% | +14.9% |
| 30D | +20.4% | -8.8% | +29.2% | +22.9% |
| 3M | +7.1% | +47.2% | -40.1% | -3.8% |
| 6M | +129.2% | +61.3% | +67.9% | +99.2% |
| YTD | +201.9% | +42.0% | +159.9% | +167.9% |
| 1Y | +235.5% | +10.5% | +225.0% | +237.0% |
| All | +235.5% | +10.3% | +225.2% | +237.0% |
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