+277.6%
UNP vs ZBRA
+435.2%
-157.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -1.0% |
| 7D | -1.8% | -3.4% | +1.6% | -0.9% |
| 30D | -2.7% | -7.4% | +4.7% | -0.8% |
| 3M | +6.5% | +57.5% | -51.0% | -7.0% |
| 6M | +14.4% | +64.0% | -49.6% | -1.9% |
| YTD | +24.8% | +44.3% | -19.5% | +10.3% |
| 1Y | +34.4% | +10.9% | +23.5% | +27.0% |
| 3Y | +43.6% | +37.5% | +6.1% | +22.9% |
| 5Y | +53.2% | -39.7% | +92.9% | +61.7% |
| All | +277.6% | +435.2% | -157.6% | +123.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling