-16.3%
UNH vs ZBRA
+35.9%
-52.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.2% | -2.4% |
| 7D | -4.5% | -3.4% | -1.1% | -4.4% |
| 30D | -6.5% | -7.4% | +0.9% | -6.3% |
| 3M | -6.0% | +57.5% | -63.5% | -7.8% |
| 6M | +33.7% | +64.0% | -30.3% | +30.7% |
| YTD | +16.4% | +44.3% | -27.9% | +14.2% |
| 1Y | +10.1% | +10.9% | -0.8% | +7.6% |
| 3Y | -16.3% | +37.5% | -53.8% | -16.6% |
| All | -16.3% | +35.9% | -52.2% | -16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling