+77.1%
STT vs ZBRA
+10.3%
+66.9%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -1.4% | -3.8% | +2.4% | -0.8% |
| 30D | +2.2% | -10.2% | +12.4% | +3.8% |
| 3M | +18.8% | +58.7% | -39.9% | +8.0% |
| 6M | +57.9% | +61.9% | -4.0% | +41.9% |
| YTD | +51.0% | +41.7% | +9.3% | +39.2% |
| 1Y | +77.1% | +12.4% | +64.8% | +68.5% |
| All | +77.1% | +10.3% | +66.9% | +68.5% |
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 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