+272.1%
ZBRA vs FND
+56.5%
+215.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +1.5% |
| 7D | -3.4% | -5.8% | +2.3% | -1.3% |
| 30D | -7.4% | -20.2% | +12.8% | +0.5% |
| 3M | +57.5% | -12.0% | +69.5% | +64.3% |
| 6M | +64.0% | -18.5% | +82.5% | +74.0% |
| YTD | +44.3% | -22.3% | +66.5% | +54.9% |
| 1Y | +10.9% | -47.6% | +58.5% | +37.5% |
| 3Y | +37.5% | -49.8% | +87.3% | +67.1% |
| 5Y | -39.7% | -63.0% | +23.3% | -22.5% |
| All | +272.1% | +56.5% | +215.6% | +226.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling