+52.5%
SOXX vs ZBRA
+25.3%
+27.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.4% |
| 7D | -13.7% | -13.6% | -0.1% | -10.0% |
| 30D | -23.6% | -11.5% | -12.1% | -20.8% |
| 3M | -16.9% | -9.9% | -7.0% | -14.4% |
| 6M | -2.4% | +48.6% | -51.0% | -13.7% |
| YTD | +49.8% | +36.9% | +12.9% | +31.0% |
| 1Y | +52.5% | +27.7% | +24.8% | +40.1% |
| All | +52.5% | +25.3% | +27.2% | +40.1% |
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