+191,452.1%
SU vs ZBRA
+8,746.0%
+182,706.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +1.7% | -3.8% | +5.4% | +2.4% |
| 30D | +9.6% | -10.2% | +19.8% | +11.7% |
| 3M | +11.7% | +58.7% | -47.0% | +1.1% |
| 6M | +21.9% | +61.9% | -40.0% | +9.3% |
| YTD | +58.6% | +41.7% | +17.0% | +45.1% |
| 1Y | +66.5% | +12.4% | +54.2% | +58.6% |
| 3Y | +121.4% | +34.2% | +87.2% | +98.8% |
| 5Y | +355.7% | -40.8% | +396.5% | +366.5% |
| 10Y | +264.2% | +420.3% | -156.1% | +147.9% |
| All | +191,452.1% | +8,746.0% | +182,706.2% | +93,968.0% |
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