-10.2%
UL vs ZBRA
+14.4%
-24.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.5% |
| 7D | -3.4% | -3.4% | 0.0% | -3.2% |
| 30D | +0.5% | -7.4% | +7.9% | +0.9% |
| 3M | +7.2% | +57.5% | -50.3% | +4.5% |
| 6M | -3.1% | +64.0% | -67.0% | -6.0% |
| YTD | -2.7% | +44.3% | -47.0% | -5.4% |
| 1Y | -10.2% | +10.9% | -21.1% | -12.7% |
| All | -10.2% | +14.4% | -24.7% | -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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling