-36.0%
ZBRA vs FRSH
-72.5%
+36.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.7% | +1.8% |
| 7D | -3.4% | -6.6% | +3.2% | -1.5% |
| 30D | -7.4% | +2.1% | -9.5% | -8.3% |
| 3M | +57.5% | +29.0% | +28.6% | +45.7% |
| 6M | +64.0% | +48.6% | +15.4% | +44.3% |
| YTD | +44.3% | -2.9% | +47.2% | +42.1% |
| 1Y | +10.9% | -7.9% | +18.8% | +10.7% |
| 3Y | +37.5% | -46.5% | +84.0% | +54.7% |
| All | -36.0% | -72.5% | +36.5% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 5y: compounded portfolio wealth divided by compounded FRSH 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…
5y analysis · Full analysis span regression · 6 months rolling