+7,193.7%
USB vs ZBRA
+8,170.7%
-977.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.2% | +1.2% | -1.4% |
| 7D | -1.5% | -14.8% | +13.3% | +2.0% |
| 30D | +4.3% | -16.6% | +20.9% | +8.4% |
| 3M | -6.1% | -12.8% | +6.8% | -3.5% |
| 6M | +9.4% | +40.8% | -31.4% | -0.5% |
| YTD | +15.2% | +32.5% | -17.3% | +5.7% |
| 1Y | +32.8% | +20.8% | +12.0% | +24.4% |
| 3Y | +91.3% | +50.1% | +41.2% | +68.5% |
| 5Y | +22.7% | -47.1% | +69.7% | +31.3% |
| 10Y | +97.0% | +410.8% | -313.7% | +32.4% |
| All | +7,193.7% | +8,170.7% | -977.0% | +2,943.8% |
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