+46.9%
ULTA vs ZBRA
-40.4%
+87.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.2% | +1.6% |
| 7D | -3.1% | -3.4% | +0.3% | -2.1% |
| 30D | +2.8% | -7.4% | +10.2% | +5.0% |
| 3M | +14.8% | +57.5% | -42.7% | -0.9% |
| 6M | -16.2% | +64.0% | -80.2% | -29.1% |
| YTD | -9.6% | +44.3% | -53.9% | -21.2% |
| 1Y | +4.8% | +10.9% | -6.1% | -1.2% |
| 3Y | +30.7% | +37.5% | -6.8% | +11.4% |
| All | +46.9% | -40.4% | +87.3% | +86.0% |
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