+325.3%
STX vs ZBRA
+14.4%
+310.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.8% | -5.6% | -4.1% |
| 7D | -2.3% | -3.4% | +1.2% | -1.6% |
| 30D | -5.5% | -7.4% | +1.9% | -3.9% |
| 3M | -4.3% | +57.5% | -61.8% | -17.1% |
| 6M | +115.6% | +64.0% | +51.6% | +81.4% |
| YTD | +202.2% | +44.3% | +157.9% | +167.4% |
| 1Y | +325.3% | +10.9% | +314.4% | +316.4% |
| All | +325.3% | +14.4% | +310.9% | +316.4% |
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