+3,145.6%
SYY vs ZBRA
+8,767.1%
-5,621.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.2% | +4.4% | +2.5% |
| 7D | -0.2% | -1.8% | +1.6% | 0.0% |
| 30D | -2.7% | -8.8% | +6.1% | -1.6% |
| 3M | +5.9% | +47.2% | -41.4% | -0.2% |
| 6M | -2.3% | +61.3% | -63.6% | -9.3% |
| YTD | +13.1% | +42.0% | -28.9% | +6.5% |
| 1Y | +3.8% | +10.5% | -6.7% | +0.7% |
| 3Y | +26.7% | +34.5% | -7.8% | +17.5% |
| 5Y | +19.4% | -40.3% | +59.7% | +21.1% |
| 10Y | +112.0% | +421.5% | -309.5% | +66.0% |
| All | +3,145.6% | +8,767.1% | -5,621.4% | +1,770.7% |
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 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