+30.1%
XYZ vs ZBRA
+26.9%
+3.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.2% |
| 7D | -2.2% | -1.5% | -0.7% | -1.8% |
| 30D | +11.6% | -15.6% | +27.2% | +15.3% |
| 3M | +8.4% | -14.5% | +22.9% | +11.6% |
| 6M | +17.2% | +50.9% | -33.8% | +6.7% |
| YTD | +31.7% | +34.8% | -3.2% | +17.9% |
| 1Y | +30.1% | +28.3% | +1.7% | +18.6% |
| All | +30.1% | +26.9% | +3.2% | +18.6% |
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