+125.0%
SU vs ZBRA
+35.9%
+89.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -2.0% | -0.3% |
| 7D | +2.2% | -3.4% | +5.6% | +2.5% |
| 30D | +8.4% | -7.4% | +15.8% | +9.2% |
| 3M | +12.1% | +57.5% | -45.4% | +5.7% |
| 6M | +19.7% | +64.0% | -44.3% | +11.8% |
| YTD | +58.4% | +44.3% | +14.1% | +50.1% |
| 1Y | +67.2% | +10.9% | +56.4% | +65.8% |
| 3Y | +125.0% | +37.5% | +87.5% | +108.5% |
| All | +125.0% | +35.9% | +89.1% | +108.5% |
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 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