-42.9%
TECH vs ZBRA
-40.9%
-2.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -0.5% | -3.8% | +3.3% | +0.8% |
| 30D | 0.0% | -10.2% | +10.2% | +3.8% |
| 3M | +37.4% | +58.7% | -21.2% | +12.3% |
| 6M | +36.9% | +61.9% | -25.0% | +9.6% |
| YTD | +23.1% | +41.7% | -18.6% | +3.1% |
| 1Y | +42.2% | +12.4% | +29.9% | +30.6% |
| 3Y | +1.9% | +34.2% | -32.2% | -15.9% |
| 5Y | -42.9% | -40.8% | -2.2% | -33.7% |
| All | -42.9% | -40.9% | -2.0% | -33.7% |
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