+69.6%
V vs ZBRA
-40.9%
+110.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -3.0% | -3.8% | +0.7% | -2.3% |
| 30D | +1.2% | -10.2% | +11.4% | +3.3% |
| 3M | +13.9% | +58.7% | -44.8% | +2.7% |
| 6M | +17.2% | +61.9% | -44.7% | +4.4% |
| YTD | +5.3% | +41.7% | -36.3% | -3.8% |
| 1Y | +9.5% | +12.4% | -2.9% | +4.8% |
| 3Y | +51.9% | +34.2% | +17.7% | +33.5% |
| 5Y | +69.6% | -40.8% | +110.3% | +94.2% |
| All | +69.6% | -40.9% | +110.5% | +94.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling