+280.3%
TER vs ZBRA
+36.8%
+243.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.8% | +7.0% | +5.8% |
| 7D | +11.0% | +2.6% | +8.4% | +9.2% |
| 30D | -1.9% | -6.4% | +4.5% | +1.9% |
| 3M | -0.7% | +51.3% | -51.9% | -24.4% |
| 6M | +36.4% | +60.5% | -24.1% | -0.8% |
| YTD | +92.4% | +45.2% | +47.3% | +46.3% |
| 1Y | +213.5% | +12.3% | +201.2% | +180.9% |
| All | +280.3% | +36.8% | +243.5% | +190.3% |
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 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