+65.5%
T vs ZBRA
+58.5%
+7.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | +0.1% |
| 7D | +2.5% | +0.6% | +1.9% | +2.6% |
| 30D | -3.8% | -14.0% | +10.3% | -4.2% |
| 3M | -8.7% | -14.7% | +5.9% | -9.2% |
| 6M | -8.1% | +31.3% | -39.4% | -7.6% |
| YTD | -6.4% | +33.4% | -39.9% | -5.9% |
| 1Y | -9.8% | +34.1% | -43.9% | -9.3% |
| 3Y | +65.5% | +59.9% | +5.6% | +67.5% |
| All | +65.5% | +58.5% | +7.0% | +67.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling