+27.7%
ZBRA vs ADVB
-76.7%
+104.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.5% | +5.4% | +0.8% |
| 7D | -13.6% | -29.5% | +15.9% | -14.1% |
| 30D | -11.5% | -66.9% | +55.4% | -13.2% |
| 3M | -9.9% | -73.7% | +63.9% | -11.9% |
| 6M | +48.6% | -64.8% | +113.4% | +47.4% |
| YTD | +36.9% | -64.0% | +100.9% | +38.2% |
| 1Y | +27.7% | -77.0% | +104.7% | +29.6% |
| All | +27.7% | -76.7% | +104.4% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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