+25.4%
ZBRA vs ADVB
-74.4%
+99.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.5% | -2.1% | +1.5% |
| 7D | -9.5% | -1.2% | -8.3% | -9.5% |
| 30D | -15.6% | -61.4% | +45.8% | -17.0% |
| 3M | -13.2% | -67.8% | +54.6% | -14.8% |
| 6M | +44.5% | -66.9% | +111.4% | +43.1% |
| YTD | +34.5% | -64.9% | +99.4% | +35.7% |
| All | +25.4% | -74.4% | +99.7% | +27.5% |
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