+379.1%
V vs ZBRA
+435.2%
-56.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -1.0% | +0.4% |
| 7D | -1.2% | -3.4% | +2.2% | -0.3% |
| 30D | +3.1% | -7.4% | +10.5% | +5.1% |
| 3M | +16.3% | +57.5% | -41.2% | +1.3% |
| 6M | +20.4% | +64.0% | -43.6% | +2.6% |
| YTD | +6.3% | +44.3% | -38.0% | -6.6% |
| 1Y | +8.7% | +10.9% | -2.2% | +2.4% |
| 3Y | +53.3% | +37.5% | +15.8% | +28.5% |
| 5Y | +71.1% | -39.7% | +110.7% | +82.8% |
| All | +379.1% | +435.2% | -56.1% | +177.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling