-53.2%
TEAM vs ZBRA
-40.8%
-12.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +2.0% |
| 7D | -4.7% | -1.8% | -2.9% | -3.6% |
| 30D | +17.0% | -8.8% | +25.8% | +23.1% |
| 3M | +85.9% | +47.2% | +38.7% | +45.8% |
| 6M | +116.7% | +61.3% | +55.3% | +58.0% |
| YTD | +9.6% | +42.0% | -32.4% | -14.8% |
| 1Y | -2.5% | +10.5% | -13.0% | -12.3% |
| 3Y | -14.0% | +34.5% | -48.5% | -37.2% |
| All | -53.2% | -40.8% | -12.5% | -31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling