+32,638.8%
UNH vs ZBRA
+8,767.1%
+23,871.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.2% | -1.6% |
| 7D | -1.7% | -1.8% | +0.1% | -1.4% |
| 30D | -3.8% | -8.8% | +5.0% | -2.5% |
| 3M | -4.3% | +47.2% | -51.5% | -10.8% |
| 6M | +38.6% | +61.3% | -22.7% | +27.0% |
| YTD | +20.7% | +42.0% | -21.3% | +12.5% |
| 1Y | +16.0% | +10.5% | +5.5% | +12.2% |
| 3Y | -13.5% | +34.5% | -48.0% | -21.3% |
| 5Y | +3.5% | -40.3% | +43.8% | +5.1% |
| 10Y | +245.3% | +421.5% | -176.2% | +139.0% |
| All | +32,638.8% | +8,767.1% | +23,871.7% | +12,805.6% |
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 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