+32.1%
SOLS vs ZBRA
+22.1%
+10.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.5% | +2.4% | +3.6% |
| 7D | +0.3% | +1.8% | -1.4% | 0.0% |
| 30D | +2.1% | -1.7% | +3.8% | +2.4% |
| 3M | -24.1% | +47.8% | -71.9% | -30.3% |
| 6M | -15.0% | +56.7% | -71.7% | -24.0% |
| YTD | +31.6% | +49.4% | -17.8% | +17.3% |
| All | +32.1% | +22.1% | +10.0% | +16.4% |
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