-30.9%
ZBRA vs FGI
-68.3%
+37.4%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.9% | -4.0% | +1.8% |
| 7D | -1.5% | +6.9% | -8.4% | -1.6% |
| 30D | -15.6% | +3.9% | -19.6% | -15.7% |
| 3M | -14.5% | +74.3% | -88.8% | -16.3% |
| 6M | +50.9% | +28.9% | +22.0% | +48.1% |
| YTD | +34.8% | +39.1% | -4.3% | +30.6% |
| 1Y | +28.3% | +49.3% | -21.0% | +23.6% |
| 3Y | +58.8% | +5.7% | +53.1% | +52.6% |
| All | -30.9% | -68.3% | +37.4% | -30.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling