-26.2%
UPS vs ZBRA
+33.4%
-59.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -3.4% | -3.8% | +0.4% | -2.6% |
| 30D | -2.7% | -10.2% | +7.4% | -0.5% |
| 3M | -1.6% | +58.7% | -60.3% | -12.6% |
| 6M | +2.3% | +61.9% | -59.6% | -10.1% |
| YTD | +5.6% | +41.7% | -36.1% | -4.7% |
| 1Y | +27.1% | +12.4% | +14.7% | +20.8% |
| All | -26.2% | +33.4% | -59.7% | -35.8% |
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