+293.4%
SN vs ZBRA
+14.9%
+278.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.7% | -3.9% |
| 7D | -7.2% | -3.8% | -3.4% | -5.6% |
| 30D | -13.4% | -10.2% | -3.2% | -9.2% |
| 3M | +26.8% | +58.7% | -31.9% | +0.6% |
| 6M | +44.6% | +61.9% | -17.3% | +12.6% |
| YTD | +45.3% | +41.7% | +3.6% | +19.6% |
| 1Y | +40.1% | +12.4% | +27.8% | +27.9% |
| 3Y | +375.3% | +34.2% | +341.1% | +288.8% |
| All | +293.4% | +14.9% | +278.5% | +225.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling