-17.0%
TEAM vs ZBRA
+33.8%
-50.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.7% |
| 7D | -4.7% | -1.8% | -2.9% | -3.9% |
| 30D | +17.0% | -8.8% | +25.8% | +21.6% |
| 3M | +85.9% | +47.2% | +38.7% | +55.9% |
| 6M | +116.7% | +61.3% | +55.3% | +72.5% |
| YTD | +9.6% | +42.0% | -32.4% | -8.2% |
| 1Y | -2.5% | +10.5% | -13.0% | -8.4% |
| All | -17.0% | +33.8% | -50.7% | -31.4% |
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