+60.1%
STLD vs ZBRA
+25.3%
+34.8%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.2% |
| 7D | -3.9% | -13.6% | +9.6% | -1.9% |
| 30D | -0.4% | -11.5% | +11.1% | +1.3% |
| 3M | -9.2% | -9.9% | +0.7% | -7.9% |
| 6M | +5.0% | +48.6% | -43.6% | -2.2% |
| YTD | +42.8% | +36.9% | +5.9% | +31.9% |
| 1Y | +60.1% | +27.7% | +32.4% | +52.1% |
| All | +60.1% | +25.3% | +34.8% | +52.1% |
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