+33.0%
USB vs ZBRA
+23.4%
+9.6%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.5% | +1.1% | +2.3% |
| 7D | +0.8% | -9.5% | +10.3% | +1.9% |
| 30D | +6.8% | -15.6% | +22.4% | +8.9% |
| 3M | -3.8% | -13.2% | +9.4% | -2.3% |
| 6M | +11.7% | +44.5% | -32.8% | +3.8% |
| YTD | +17.5% | +34.5% | -17.1% | +9.6% |
| All | +33.0% | +23.4% | +9.6% | +28.2% |
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 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