+274.4%
ZBRA vs FND
+58.4%
+216.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.6% | +1.8% | -1.1% |
| 7D | +2.6% | +0.4% | +2.2% | +2.4% |
| 30D | -6.4% | -23.6% | +17.2% | +3.1% |
| 3M | +51.3% | +4.3% | +46.9% | +47.9% |
| 6M | +60.5% | -20.3% | +80.8% | +71.6% |
| YTD | +45.2% | -21.3% | +66.5% | +55.2% |
| 1Y | +12.3% | -45.4% | +57.7% | +37.1% |
| 3Y | +37.5% | -48.9% | +86.4% | +66.0% |
| 5Y | -39.2% | -61.0% | +21.8% | -23.1% |
| All | +274.4% | +58.4% | +216.0% | +226.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling