+303.6%
SIMO vs ZBRA
-39.4%
+343.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.8% | +9.0% | +7.0% |
| 7D | +14.6% | +2.6% | +12.0% | +13.6% |
| 30D | +6.2% | -6.4% | +12.6% | +8.4% |
| 3M | +3.6% | +51.3% | -47.7% | -10.6% |
| 6M | +130.8% | +60.5% | +70.3% | +94.1% |
| YTD | +195.8% | +45.2% | +150.6% | +154.8% |
| 1Y | +225.0% | +12.3% | +212.7% | +205.3% |
| 3Y | +452.3% | +37.5% | +414.8% | +382.1% |
| 5Y | +303.6% | -39.2% | +342.8% | +416.3% |
| All | +303.6% | -39.4% | +343.0% | +416.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling