+78.9%
UBER vs ZBRA
-40.4%
+119.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.1% | -1.9% |
| 7D | -5.4% | -3.4% | -2.0% | -4.2% |
| 30D | -4.9% | -7.4% | +2.5% | -2.4% |
| 3M | +3.0% | +57.5% | -54.5% | -14.3% |
| 6M | -4.4% | +64.0% | -68.4% | -22.5% |
| YTD | -12.3% | +44.3% | -56.6% | -26.0% |
| 1Y | -24.3% | +10.9% | -35.2% | -29.6% |
| 3Y | +46.4% | +37.5% | +8.9% | +16.9% |
| All | +78.9% | -40.4% | +119.2% | +110.4% |
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