+12.3%
XLI vs ZBRA
+25.3%
-13.0%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.2% |
| 7D | +0.6% | -13.6% | +14.2% | +2.6% |
| 30D | -0.4% | -11.5% | +11.1% | +1.2% |
| 3M | -8.8% | -9.9% | +1.0% | -7.7% |
| 6M | -0.4% | +48.6% | -49.0% | -7.9% |
| YTD | +10.1% | +36.9% | -26.8% | +1.7% |
| 1Y | +12.3% | +27.7% | -15.4% | +5.9% |
| All | +12.3% | +25.3% | -13.0% | +5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling