+182.7%
SW vs ZBRA
+402.8%
-220.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -1.0% |
| 7D | +2.3% | -10.9% | +13.2% | +4.8% |
| 30D | +6.8% | -16.6% | +23.4% | +10.9% |
| 3M | -5.2% | -11.6% | +6.4% | -2.8% |
| 6M | +7.4% | +40.2% | -32.7% | -1.5% |
| YTD | +17.4% | +32.6% | -15.2% | +8.7% |
| 1Y | +27.1% | +24.7% | +2.4% | +19.2% |
| 3Y | +47.9% | +56.3% | -8.4% | +32.8% |
| 5Y | -2.6% | -47.0% | +44.4% | -1.3% |
| All | +182.7% | +402.8% | -220.2% | +149.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling