+62.6%
XYZ vs ZBRA
+58.5%
+4.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.9% | +0.9% | +2.0% |
| 7D | -1.1% | +0.6% | -1.7% | -1.3% |
| 30D | +11.5% | -14.0% | +25.5% | +18.7% |
| 3M | +1.8% | -14.7% | +16.4% | +8.5% |
| 6M | +21.2% | +31.3% | -10.1% | +3.9% |
| YTD | +29.9% | +33.4% | -3.5% | +7.6% |
| 1Y | +35.8% | +34.1% | +1.6% | +11.8% |
| 3Y | +62.6% | +59.9% | +2.7% | +15.6% |
| All | +62.6% | +58.5% | +4.1% | +15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling