+61.9%
ZBRA vs GFI
-11.2%
+73.1%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.6% | +0.1% |
| 7D | -3.8% | -5.1% | +1.4% | -3.2% |
| 30D | -10.2% | +13.4% | -23.6% | -11.4% |
| 3M | +58.7% | +36.2% | +22.4% | +52.0% |
| 6M | +61.9% | -9.8% | +71.7% | +61.4% |
| All | +61.9% | -11.2% | +73.1% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 6mo: compounded portfolio wealth divided by compounded GFI 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…
6mo analysis · Full analysis span regression · 6 months rolling