+113.8%
SYY vs ZBRA
+435.2%
-321.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.8% | +0.7% |
| 7D | +3.9% | -3.4% | +7.4% | +4.7% |
| 30D | -1.7% | -7.4% | +5.7% | -0.2% |
| 3M | +5.2% | +57.5% | -52.3% | -6.5% |
| 6M | -0.2% | +64.0% | -64.2% | -12.8% |
| YTD | +15.4% | +44.3% | -28.9% | +3.3% |
| 1Y | +5.6% | +10.9% | -5.3% | +0.3% |
| 3Y | +28.9% | +37.5% | -8.7% | +10.2% |
| 5Y | +24.1% | -39.7% | +63.7% | +31.4% |
| All | +113.8% | +435.2% | -321.4% | +32.4% |
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 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