-10.5%
STRL vs ZBRA
+27.1%
-37.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.9% | -5.0% | -3.3% |
| 7D | +15.7% | +0.6% | +15.0% | +15.6% |
| 30D | -35.5% | -14.0% | -21.4% | -34.3% |
| 3M | -47.1% | -14.7% | -32.5% | -46.2% |
| 6M | -65.8% | +31.3% | -97.1% | -68.2% |
| YTD | -4.5% | +33.4% | -38.0% | -16.7% |
| 1Y | -10.5% | +34.1% | -44.6% | -21.4% |
| All | -10.5% | +27.1% | -37.5% | -21.4% |
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