+75.4%
USAR vs ZBRA
+14.9%
+60.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +0.9% |
| 7D | +2.3% | +2.6% | -0.3% | +1.7% |
| 30D | -8.6% | -6.4% | -2.3% | -7.3% |
| 3M | -20.5% | +51.3% | -71.8% | -27.0% |
| 6M | +1.2% | +60.5% | -59.3% | -7.8% |
| YTD | +48.4% | +45.2% | +3.2% | +36.1% |
| 1Y | +30.6% | +12.3% | +18.3% | +23.9% |
| 3Y | +73.6% | +37.5% | +36.1% | +69.2% |
| All | +75.4% | +14.9% | +60.5% | +70.8% |
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 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