+75.9%
UBER vs ZBRA
+81.2%
-5.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.8% | -0.7% | -2.4% |
| 7D | -2.8% | +2.6% | -5.4% | -3.8% |
| 30D | -2.5% | -6.4% | +3.8% | -0.1% |
| 3M | +4.4% | +51.3% | -46.9% | -13.3% |
| 6M | -2.7% | +60.5% | -63.2% | -21.8% |
| YTD | -10.5% | +45.2% | -55.7% | -25.9% |
| 1Y | -22.5% | +12.3% | -34.8% | -29.1% |
| 3Y | +54.8% | +37.5% | +17.3% | +22.4% |
| 5Y | +82.5% | -39.2% | +121.7% | +102.7% |
| All | +75.9% | +81.2% | -5.3% | +14.7% |
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 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