+2,009.1%
T vs ZBRA
+9,227.6%
-7,218.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.5% | -3.4% | -2.1% |
| 7D | -1.3% | +1.8% | -3.0% | -1.5% |
| 30D | +11.4% | -1.7% | +13.1% | +11.5% |
| 3M | +14.3% | +47.8% | -33.5% | +8.4% |
| 6M | -9.3% | +56.7% | -66.0% | -14.8% |
| YTD | +7.1% | +49.4% | -42.3% | +0.9% |
| 1Y | -9.1% | +16.5% | -25.6% | -12.1% |
| 3Y | +105.3% | +31.5% | +73.9% | +91.4% |
| 5Y | +66.8% | -38.6% | +105.4% | +68.0% |
| 10Y | +66.8% | +421.0% | -354.2% | +26.4% |
| All | +2,009.1% | +9,227.6% | -7,218.5% | +1,101.9% |
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