-5.4%
ZBH vs ZBRA
+18.2%
-23.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.3% | -1.0% |
| 7D | -2.8% | +1.8% | -4.6% | -3.0% |
| 30D | -0.1% | -1.7% | +1.6% | 0.0% |
| 3M | +13.4% | +47.8% | -34.3% | +7.4% |
| 6M | +3.0% | +56.7% | -53.8% | -4.3% |
| YTD | +9.7% | +49.4% | -39.7% | +1.9% |
| 1Y | -5.4% | +16.5% | -21.9% | -9.5% |
| All | -5.4% | +18.2% | -23.6% | -9.5% |
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