+12,580.2%
TER vs ZBRA
+9,227.6%
+3,352.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.5% | +4.0% | +4.8% |
| 7D | +0.6% | +1.8% | -1.1% | -0.1% |
| 30D | -8.3% | -1.7% | -6.6% | -7.6% |
| 3M | -12.2% | +47.8% | -60.0% | -26.9% |
| 6M | +17.1% | +56.7% | -39.7% | -5.3% |
| YTD | +84.7% | +49.4% | +35.3% | +50.9% |
| 1Y | +199.9% | +16.5% | +183.4% | +172.6% |
| 3Y | +232.8% | +31.5% | +201.3% | +186.0% |
| 5Y | +198.6% | -38.6% | +237.2% | +247.0% |
| 10Y | +1,669.7% | +421.0% | +1,248.8% | +728.6% |
| All | +12,580.2% | +9,227.6% | +3,352.6% | +2,325.7% |
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