+7,301.3%
STRL vs ZBRA
+407.5%
+6,893.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.6% |
| 7D | +8.2% | -1.8% | +10.0% | +8.9% |
| 30D | -6.3% | -8.8% | +2.5% | -2.9% |
| 3M | -41.2% | +47.2% | -88.4% | -51.9% |
| 6M | +20.4% | +61.3% | -40.9% | -5.6% |
| YTD | +61.7% | +42.0% | +19.7% | +32.2% |
| 1Y | +72.7% | +10.5% | +62.3% | +57.4% |
| 3Y | +530.9% | +34.5% | +496.4% | +423.6% |
| 5Y | +2,125.4% | -40.3% | +2,165.7% | +2,374.8% |
| 10Y | +7,301.3% | +421.5% | +6,879.8% | +3,547.5% |
| All | +7,301.3% | +407.5% | +6,893.9% | +3,547.5% |
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