+27.5%
SOLS vs ZBRA
+17.9%
+9.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.9% | -0.3% |
| 7D | -3.5% | -3.4% | 0.0% | -2.9% |
| 30D | -1.0% | -7.4% | +6.4% | +0.3% |
| 3M | -24.1% | +57.5% | -81.6% | -31.4% |
| 6M | -18.0% | +64.0% | -82.0% | -26.9% |
| YTD | +27.1% | +44.3% | -17.2% | +13.9% |
| All | +27.5% | +17.9% | +9.6% | +13.0% |
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 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