+7,563.8%
USB vs ZBRA
+9,227.6%
-1,663.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.7% | -0.6% |
| 7D | +1.4% | +1.8% | -0.3% | +1.0% |
| 30D | -1.3% | -1.7% | +0.4% | -1.0% |
| 3M | +15.2% | +47.8% | -32.5% | +4.4% |
| 6M | +18.8% | +56.7% | -37.9% | +5.7% |
| YTD | +21.0% | +49.4% | -28.4% | +8.5% |
| 1Y | +34.0% | +16.5% | +17.5% | +26.5% |
| 3Y | +95.3% | +31.5% | +63.9% | +77.0% |
| 5Y | +40.4% | -38.6% | +79.0% | +45.5% |
| 10Y | +107.3% | +421.0% | -313.6% | +38.4% |
| All | +7,563.8% | +9,227.6% | -1,663.8% | +3,021.9% |
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