-85.6%
SMR vs ZBRA
+25.3%
-110.9%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.9% | -5.4% | -4.8% |
| 7D | -9.5% | -13.6% | +4.1% | -5.1% |
| 30D | -33.2% | -11.5% | -21.7% | -30.4% |
| 3M | -45.9% | -9.9% | -36.1% | -44.2% |
| 6M | -57.9% | +48.6% | -106.5% | -65.1% |
| YTD | -63.8% | +36.9% | -100.7% | -70.8% |
| 1Y | -85.6% | +27.7% | -113.3% | -86.7% |
| All | -85.6% | +25.3% | -110.9% | -86.7% |
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