+5.2%
XYZ vs ZBRA
+10.3%
-5.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.3% |
| 7D | -3.7% | -1.8% | -1.9% | -3.3% |
| 30D | +0.5% | -8.8% | +9.3% | +2.7% |
| 3M | +16.3% | +47.2% | -31.0% | +4.4% |
| 6M | +21.1% | +61.3% | -40.2% | +5.7% |
| YTD | +22.0% | +42.0% | -20.0% | +7.7% |
| 1Y | +5.2% | +10.5% | -5.3% | +2.0% |
| All | +5.2% | +10.3% | -5.2% | +2.0% |
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 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