+517.6%
SPMO vs ZBRA
+435.2%
+82.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | 0.0% |
| 7D | -0.9% | -3.4% | +2.5% | 0.0% |
| 30D | -1.9% | -7.4% | +5.5% | +0.2% |
| 3M | -1.4% | +57.5% | -58.9% | -14.4% |
| 6M | +25.5% | +64.0% | -38.5% | +6.9% |
| YTD | +24.8% | +44.3% | -19.5% | +9.6% |
| 1Y | +24.5% | +10.9% | +13.6% | +17.4% |
| 3Y | +157.1% | +37.5% | +119.6% | +120.4% |
| 5Y | +149.5% | -39.7% | +189.2% | +165.9% |
| All | +517.6% | +435.2% | +82.4% | +313.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling