+20.6%
XHB vs ZBRA
+33.4%
-12.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | -5.2% | -3.8% | -1.5% | -4.1% |
| 30D | -12.1% | -10.2% | -1.9% | -9.2% |
| 3M | -6.2% | +58.7% | -64.9% | -20.8% |
| 6M | -6.7% | +61.9% | -68.6% | -22.4% |
| YTD | -5.5% | +41.7% | -47.1% | -18.3% |
| 1Y | -15.6% | +12.4% | -28.0% | -21.1% |
| All | +20.6% | +33.4% | -12.8% | -0.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling