+35.0%
ZBRA vs AEE
+46.3%
-11.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.1% |
| 7D | -3.8% | -0.7% | -3.1% | -3.7% |
| 30D | -10.2% | -2.0% | -8.2% | -10.0% |
| 3M | +58.7% | -2.8% | +61.5% | +58.9% |
| 6M | +61.9% | -3.6% | +65.5% | +62.3% |
| YTD | +41.7% | +7.3% | +34.4% | +39.8% |
| 1Y | +12.4% | +8.7% | +3.6% | +10.8% |
| All | +35.0% | +46.3% | -11.3% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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