+15,894.5%
TECH vs ZBRA
+8,231.4%
+7,663.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.9% | -0.4% |
| 7D | +0.1% | +0.6% | -0.5% | 0.0% |
| 30D | +0.5% | -14.0% | +14.6% | +3.7% |
| 3M | +1.1% | -14.7% | +15.7% | +4.3% |
| 6M | +62.8% | +31.3% | +31.5% | +50.4% |
| YTD | +24.5% | +33.4% | -9.0% | +13.8% |
| 1Y | +20.6% | +34.1% | -13.5% | +10.2% |
| 3Y | +29.5% | +59.9% | -30.4% | +13.0% |
| 5Y | -40.9% | -45.3% | +4.3% | -36.8% |
| 10Y | +189.5% | +384.4% | -195.0% | +99.2% |
| All | +15,894.5% | +8,231.4% | +7,663.0% | +6,028.7% |
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 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