+740.1%
TEAM vs ZBRA
+369.0%
+371.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.8% | -4.1% | -5.7% |
| 7D | -5.7% | +2.6% | -8.2% | -6.7% |
| 30D | +18.3% | -6.4% | +24.7% | +21.7% |
| 3M | +80.2% | +51.3% | +28.9% | +48.0% |
| 6M | +111.0% | +60.5% | +50.5% | +66.8% |
| YTD | +8.8% | +45.2% | -36.4% | -10.8% |
| 1Y | +2.2% | +12.3% | -10.2% | -6.5% |
| 3Y | -14.6% | +37.5% | -52.1% | -30.9% |
| 5Y | -53.8% | -39.2% | -14.6% | -49.1% |
| 10Y | +475.2% | +417.0% | +58.2% | +213.3% |
| All | +740.1% | +369.0% | +371.1% | +394.9% |
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