+29.3%
TECH vs ZBRA
+60.2%
-30.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.6% |
| 7D | +0.1% | -1.5% | +1.6% | +0.5% |
| 30D | +0.3% | -15.6% | +16.0% | +5.7% |
| 3M | +1.0% | -14.5% | +15.5% | +5.7% |
| 6M | +54.0% | +50.9% | +3.1% | +26.2% |
| YTD | +24.3% | +34.8% | -10.5% | +5.7% |
| 1Y | +23.7% | +28.3% | -4.6% | +7.5% |
| All | +29.3% | +60.2% | -30.9% | -2.8% |
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