+23.6%
SYY vs ZBRA
-40.4%
+63.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.8% | +0.9% |
| 7D | +3.9% | -3.4% | +7.4% | +4.4% |
| 30D | -1.7% | -7.4% | +5.7% | -0.8% |
| 3M | +5.2% | +57.5% | -52.3% | -2.2% |
| 6M | -0.2% | +64.0% | -64.2% | -8.3% |
| YTD | +15.4% | +44.3% | -28.9% | +7.8% |
| 1Y | +5.6% | +10.9% | -5.3% | +2.6% |
| 3Y | +28.9% | +37.5% | -8.7% | +16.1% |
| All | +23.6% | -40.4% | +63.9% | +34.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling