+214.8%
TER vs ZBRA
+10.3%
+204.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.4% |
| 7D | +9.4% | -3.8% | +13.1% | +11.1% |
| 30D | -2.4% | -10.2% | +7.8% | +2.1% |
| 3M | +6.5% | +58.7% | -52.1% | -15.4% |
| 6M | +23.2% | +61.9% | -38.7% | -3.8% |
| YTD | +91.5% | +41.7% | +49.8% | +55.7% |
| 1Y | +214.8% | +12.4% | +202.5% | +185.3% |
| All | +214.8% | +10.3% | +204.5% | +185.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling