+333.1%
SLV vs ZBRA
+825.4%
-492.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.4% |
| 7D | -0.3% | +1.8% | -2.1% | -0.5% |
| 30D | +6.7% | -1.7% | +8.4% | +6.9% |
| 3M | -10.7% | +47.8% | -58.5% | -14.9% |
| 6M | -20.6% | +56.7% | -77.3% | -25.0% |
| YTD | -7.1% | +49.4% | -56.5% | -12.1% |
| 1Y | +62.0% | +16.5% | +45.4% | +57.2% |
| 3Y | +169.8% | +31.5% | +138.4% | +154.5% |
| 5Y | +161.5% | -38.6% | +200.0% | +163.3% |
| 10Y | +224.4% | +421.0% | -196.6% | +140.6% |
| All | +333.1% | +825.4% | -492.3% | +116.0% |
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