+2,926.4%
V vs ZBRA
+976.7%
+1,949.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.4% | -1.4% |
| 7D | -1.7% | +1.8% | -3.5% | -2.2% |
| 30D | +2.0% | -1.7% | +3.7% | +2.4% |
| 3M | +17.4% | +47.8% | -30.4% | +2.1% |
| 6M | +17.5% | +56.7% | -39.2% | -0.6% |
| YTD | +7.6% | +49.4% | -41.8% | -8.1% |
| 1Y | +7.7% | +16.5% | -8.8% | -1.3% |
| 3Y | +54.7% | +31.5% | +23.2% | +29.2% |
| 5Y | +73.0% | -38.6% | +111.6% | +81.1% |
| 10Y | +390.9% | +421.0% | -30.1% | +121.2% |
| All | +2,926.4% | +976.7% | +1,949.7% | +663.8% |
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