+183.7%
TECH vs ZBRA
+435.2%
-251.6%
-67.2%
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% | -0.6% |
| 7D | -0.4% | -3.4% | +3.0% | +0.7% |
| 30D | 0.0% | -7.4% | +7.4% | +2.5% |
| 3M | +33.7% | +57.5% | -23.9% | +10.9% |
| 6M | +34.9% | +64.0% | -29.1% | +9.2% |
| YTD | +23.2% | +44.3% | -21.1% | +3.8% |
| 1Y | +36.3% | +10.9% | +25.4% | +26.1% |
| 3Y | +2.3% | +37.5% | -35.3% | -14.8% |
| 5Y | -42.9% | -39.7% | -3.2% | -39.2% |
| All | +183.7% | +435.2% | -251.6% | +68.3% |
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