+21,521.8%
STRL vs ZBRA
+9,227.6%
+12,294.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.5% | +4.3% | +5.5% |
| 7D | +3.4% | +1.8% | +1.6% | +3.0% |
| 30D | -9.2% | -1.7% | -7.5% | -8.9% |
| 3M | -51.0% | +47.8% | -98.8% | -55.6% |
| 6M | +15.8% | +56.7% | -41.0% | +3.7% |
| YTD | +58.9% | +49.4% | +9.5% | +43.0% |
| 1Y | +68.5% | +16.5% | +52.0% | +59.8% |
| 3Y | +485.2% | +31.5% | +453.8% | +440.7% |
| 5Y | +2,005.1% | -38.6% | +2,043.7% | +2,082.5% |
| 10Y | +7,118.0% | +421.0% | +6,697.0% | +5,209.1% |
| All | +21,521.8% | +9,227.6% | +12,294.2% | +11,569.5% |
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 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