+273.4%
UAL vs ZBRA
+667.6%
-394.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.7% | -2.8% |
| 7D | +2.3% | -1.5% | +3.8% | +3.1% |
| 30D | +13.3% | -15.6% | +29.0% | +23.9% |
| 3M | -6.3% | -14.5% | +8.2% | +1.7% |
| 6M | +22.5% | +50.9% | -28.4% | -6.3% |
| YTD | +5.9% | +34.8% | -29.0% | -14.6% |
| 1Y | +24.7% | +28.3% | -3.7% | +3.3% |
| 3Y | +211.6% | +58.8% | +152.8% | +124.0% |
| 5Y | +130.6% | -44.0% | +174.6% | +176.2% |
| 10Y | +96.5% | +389.6% | -293.1% | -40.2% |
| All | +273.4% | +667.6% | -394.2% | -54.5% |
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