+189.8%
SIMO vs ZBRA
-44.1%
+233.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.9% | +6.8% | +8.1% |
| 7D | +0.9% | -1.5% | +2.4% | +1.6% |
| 30D | -25.4% | -15.6% | -9.8% | -21.2% |
| 3M | -17.8% | -14.5% | -3.2% | -13.6% |
| 6M | -29.6% | +50.9% | -80.5% | -39.4% |
| YTD | +100.3% | +34.8% | +65.5% | +76.6% |
| 1Y | +100.4% | +28.3% | +72.1% | +79.8% |
| 3Y | +246.1% | +58.8% | +187.3% | +193.4% |
| 5Y | +189.8% | -44.0% | +233.8% | +299.3% |
| All | +189.8% | -44.1% | +233.9% | +299.3% |
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