+251.0%
SPOT vs ZBRA
+149.2%
+101.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.3% |
| 7D | -6.5% | -1.8% | -4.7% | -5.9% |
| 30D | +2.2% | -8.8% | +11.0% | +5.4% |
| 3M | +5.4% | +47.2% | -41.8% | -11.2% |
| 6M | -4.0% | +61.3% | -65.3% | -22.5% |
| YTD | -9.9% | +42.0% | -51.9% | -24.9% |
| 1Y | -27.3% | +10.5% | -37.7% | -33.6% |
| 3Y | +236.4% | +34.5% | +201.9% | +161.6% |
| 5Y | +112.6% | -40.3% | +152.9% | +133.1% |
| All | +251.0% | +149.2% | +101.7% | +120.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling