+72.4%
UBER vs ZBRA
+80.1%
-7.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.1% | -1.9% |
| 7D | -5.4% | -3.4% | -2.0% | -4.1% |
| 30D | -4.9% | -7.4% | +2.5% | -2.2% |
| 3M | +3.0% | +57.5% | -54.5% | -15.7% |
| 6M | -4.4% | +64.0% | -68.4% | -23.9% |
| YTD | -12.3% | +44.3% | -56.6% | -27.2% |
| 1Y | -24.3% | +10.9% | -35.2% | -30.3% |
| 3Y | +46.4% | +37.5% | +8.9% | +15.8% |
| 5Y | +79.7% | -39.7% | +119.3% | +100.2% |
| All | +72.4% | +80.1% | -7.7% | +12.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling