+16.5%
ZBRA vs FGI
+81.8%
-65.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +7.5% | -6.1% | +1.4% |
| 7D | +1.8% | +0.5% | +1.2% | +1.8% |
| 30D | -1.7% | +65.4% | -67.1% | -2.8% |
| 3M | +47.8% | +23.5% | +24.3% | +46.4% |
| 6M | +56.7% | +60.5% | -3.8% | +53.3% |
| YTD | +49.4% | +30.0% | +19.4% | +46.6% |
| 1Y | +16.5% | +82.1% | -65.5% | +14.3% |
| All | +16.5% | +81.8% | -65.3% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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