+172.0%
XHB vs ZBRA
+726.4%
-554.4%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.8% | +0.4% | -1.2% |
| 7D | +0.2% | +2.6% | -2.4% | -0.9% |
| 30D | -9.1% | -6.4% | -2.7% | -6.5% |
| 3M | -2.3% | +51.3% | -53.6% | -20.5% |
| 6M | -4.1% | +60.5% | -64.6% | -24.8% |
| YTD | -1.7% | +45.2% | -46.9% | -20.2% |
| 1Y | -15.1% | +12.3% | -27.5% | -23.3% |
| 3Y | +26.8% | +37.5% | -10.7% | -0.4% |
| 5Y | +37.3% | -39.2% | +76.5% | +50.3% |
| 10Y | +205.7% | +417.0% | -211.3% | +6.4% |
| All | +172.0% | +726.4% | -554.4% | -59.0% |
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 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