-49.8%
USAR vs ZBRA
+25.3%
-75.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.9% | -6.7% | -6.2% |
| 7D | -21.8% | -13.6% | -8.2% | -17.0% |
| 30D | -39.9% | -11.5% | -28.4% | -36.8% |
| 3M | -52.5% | -9.9% | -42.7% | -50.5% |
| 6M | -67.9% | +48.6% | -116.5% | -72.5% |
| YTD | -31.1% | +36.9% | -68.0% | -43.8% |
| 1Y | -49.8% | +27.7% | -77.5% | -53.4% |
| All | -49.8% | +25.3% | -75.1% | -53.4% |
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