+15,795.7%
TECH vs ZBRA
+9,227.6%
+6,568.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.4% |
| 7D | +0.1% | +1.8% | -1.7% | -0.3% |
| 30D | +0.7% | -1.7% | +2.4% | +1.0% |
| 3M | +36.3% | +47.8% | -11.4% | +23.3% |
| 6M | +25.6% | +56.7% | -31.2% | +11.6% |
| YTD | +23.7% | +49.4% | -25.7% | +10.7% |
| 1Y | +37.6% | +16.5% | +21.1% | +29.9% |
| 3Y | -6.6% | +31.5% | -38.0% | -15.0% |
| 5Y | -42.2% | -38.6% | -3.6% | -39.7% |
| 10Y | +187.6% | +421.0% | -233.4% | +94.9% |
| All | +15,795.7% | +9,227.6% | +6,568.1% | +5,857.9% |
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