+226.8%
SOXX vs ZBRA
+35.9%
+190.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | 0.0% | +1.0% |
| 7D | +1.4% | -3.4% | +4.8% | +2.9% |
| 30D | -3.6% | -7.4% | +3.8% | -0.3% |
| 3M | -10.2% | +57.5% | -67.7% | -28.9% |
| 6M | +54.2% | +64.0% | -9.7% | +18.3% |
| YTD | +75.2% | +44.3% | +30.9% | +41.1% |
| 1Y | +107.5% | +10.9% | +96.6% | +91.7% |
| 3Y | +226.8% | +37.5% | +189.2% | +168.9% |
| All | +226.8% | +35.9% | +190.9% | +168.9% |
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