+1,407.6%
STX vs ZBRA
+36.8%
+1,370.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.8% | +9.3% | +7.4% |
| 7D | +10.7% | +2.6% | +8.2% | +9.7% |
| 30D | +11.3% | -6.4% | +17.6% | +13.7% |
| 3M | +3.2% | +51.3% | -48.1% | -13.3% |
| 6M | +157.0% | +60.5% | +96.5% | +108.5% |
| YTD | +229.2% | +45.2% | +184.0% | +177.0% |
| 1Y | +381.8% | +12.3% | +369.5% | +349.4% |
| All | +1,407.6% | +36.8% | +1,370.9% | +1,217.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling