+27.7%
ZBRA vs FND
-10.3%
+37.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +10.9% | -10.0% | -2.7% |
| 7D | -13.6% | +12.3% | -25.9% | -17.1% |
| 30D | -11.5% | +14.7% | -26.2% | -15.9% |
| 3M | -9.9% | -12.0% | +2.1% | -6.1% |
| 6M | +48.6% | +10.8% | +37.8% | +43.3% |
| YTD | +36.9% | -12.3% | +49.2% | +39.9% |
| 1Y | +27.7% | -13.4% | +41.1% | +30.2% |
| All | +27.7% | -10.3% | +37.9% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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