+20.7%
XLK vs ZBRA
+25.3%
-4.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | -7.6% | -13.6% | +6.0% | -4.8% |
| 30D | -12.2% | -11.5% | -0.7% | -9.9% |
| 3M | -5.5% | -9.9% | +4.4% | -3.5% |
| 6M | +9.2% | +48.6% | -39.4% | 0.0% |
| YTD | +23.0% | +36.9% | -13.9% | +12.4% |
| 1Y | +20.7% | +27.7% | -7.0% | +13.4% |
| All | +20.7% | +25.3% | -4.6% | +13.4% |
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