+115.0%
UMC vs ZBRA
+25.3%
+89.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.3% |
| 7D | -14.7% | -13.6% | -1.1% | -11.3% |
| 30D | -32.9% | -11.5% | -21.4% | -30.6% |
| 3M | -22.2% | -9.9% | -12.3% | -20.1% |
| 6M | +25.9% | +48.6% | -22.7% | +13.8% |
| YTD | +107.9% | +36.9% | +71.0% | +80.2% |
| 1Y | +115.0% | +27.7% | +87.3% | +90.3% |
| All | +115.0% | +25.3% | +89.7% | +90.3% |
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