+132.9%
UAL vs ZBRA
-45.7%
+178.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.8% | +0.9% |
| 7D | +12.5% | -2.5% | +14.9% | +13.9% |
| 30D | +12.2% | -17.0% | +29.2% | +22.6% |
| 3M | -2.6% | -15.0% | +12.4% | +5.2% |
| 6M | +21.1% | +42.2% | -21.1% | -2.4% |
| YTD | +7.8% | +32.4% | -24.5% | -10.6% |
| 1Y | +25.4% | +23.3% | +2.1% | +7.9% |
| 3Y | +217.3% | +55.9% | +161.5% | +141.2% |
| 5Y | +132.9% | -44.8% | +177.6% | +154.3% |
| All | +132.9% | -45.7% | +178.6% | +154.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling