+104.3%
SPG vs ZBRA
+33.8%
+70.5%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.2% | -1.3% | -3.0% |
| 7D | -2.7% | -1.8% | -0.9% | -2.4% |
| 30D | -7.3% | -8.8% | +1.5% | -5.6% |
| 3M | -3.5% | +47.2% | -50.7% | -12.7% |
| 6M | +8.5% | +61.3% | -52.8% | -4.9% |
| YTD | +13.0% | +42.0% | -29.0% | +1.6% |
| 1Y | +18.0% | +10.5% | +7.6% | +13.6% |
| All | +104.3% | +33.8% | +70.5% | +71.0% |
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