+137.7%
UAL vs ZBRA
-39.4%
+177.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.8% | 0.0% | -1.5% |
| 7D | +3.5% | +2.6% | +0.9% | +2.2% |
| 30D | -16.5% | -6.4% | -10.1% | -13.8% |
| 3M | +2.8% | +51.3% | -48.5% | -18.1% |
| 6M | +17.6% | +60.5% | -42.9% | -10.1% |
| YTD | -3.2% | +45.2% | -48.4% | -22.8% |
| 1Y | +0.4% | +12.3% | -11.9% | -9.1% |
| 3Y | +128.2% | +37.5% | +90.6% | +83.1% |
| 5Y | +137.7% | -39.2% | +176.9% | +153.6% |
| All | +137.7% | -39.4% | +177.2% | +153.6% |
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