+2,391.6%
SIMO vs ZBRA
+640.8%
+1,750.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.9% | +6.8% | +7.9% |
| 7D | +0.9% | -1.5% | +2.4% | +1.9% |
| 30D | -25.4% | -15.6% | -9.8% | -19.7% |
| 3M | -17.8% | -14.5% | -3.2% | -12.1% |
| 6M | -29.6% | +50.9% | -80.5% | -42.7% |
| YTD | +100.3% | +34.8% | +65.5% | +68.4% |
| 1Y | +100.4% | +28.3% | +72.1% | +72.1% |
| 3Y | +246.1% | +58.8% | +187.3% | +161.7% |
| 5Y | +189.8% | -44.0% | +233.8% | +229.0% |
| 10Y | +434.6% | +389.6% | +45.0% | +81.6% |
| All | +2,391.6% | +640.8% | +1,750.8% | +251.0% |
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 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