+412.0%
SN vs ZBRA
+34.1%
+377.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.8% | +2.3% |
| 7D | +0.1% | +2.6% | -2.5% | -1.1% |
| 30D | -5.6% | -6.4% | +0.8% | -2.7% |
| 3M | +48.1% | +51.3% | -3.2% | +18.4% |
| 6M | +57.6% | +60.5% | -2.9% | +21.2% |
| YTD | +56.5% | +45.2% | +11.3% | +25.5% |
| 1Y | +52.6% | +12.3% | +40.2% | +38.8% |
| 3Y | +412.0% | +37.5% | +374.5% | +288.5% |
| All | +412.0% | +34.1% | +377.9% | +288.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling