+494.4%
TEAM vs ZBRA
+435.2%
+59.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.8% | -0.8% |
| 7D | -5.2% | -3.4% | -1.8% | -3.7% |
| 30D | +15.8% | -7.4% | +23.2% | +19.8% |
| 3M | +101.5% | +57.5% | +43.9% | +61.4% |
| 6M | +138.2% | +64.0% | +74.2% | +84.7% |
| YTD | +10.8% | +44.3% | -33.5% | -9.5% |
| 1Y | +1.7% | +10.9% | -9.2% | -6.7% |
| 3Y | -16.0% | +37.5% | -53.6% | -32.8% |
| 5Y | -52.7% | -39.7% | -13.0% | -47.9% |
| All | +494.4% | +435.2% | +59.2% | +254.6% |
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