+1.3%
U vs ZBRA
+14.4%
-13.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.8% | +2.6% | +3.7% |
| 7D | +5.5% | -3.4% | +8.9% | +7.0% |
| 30D | -1.3% | -7.4% | +6.1% | +1.8% |
| 3M | +64.6% | +57.5% | +7.1% | +29.7% |
| 6M | +119.4% | +64.0% | +55.4% | +66.0% |
| YTD | -0.5% | +44.3% | -44.8% | -18.8% |
| 1Y | +1.3% | +10.9% | -9.6% | -4.2% |
| All | +1.3% | +14.4% | -13.1% | -4.2% |
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