+8,539.3%
ZBRA vs GFI
+718.8%
+7,820.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.1% | +1.9% |
| 7D | -3.4% | -4.9% | +1.4% | -3.3% |
| 30D | -7.4% | +10.7% | -18.1% | -7.7% |
| 3M | +57.5% | +25.6% | +31.9% | +56.3% |
| 6M | +64.0% | -8.3% | +72.2% | +64.0% |
| YTD | +44.3% | +6.3% | +38.0% | +43.3% |
| 1Y | +10.9% | +22.1% | -11.2% | +9.5% |
| 3Y | +37.5% | +289.2% | -251.7% | +29.9% |
| 5Y | -39.7% | +531.7% | -571.3% | -44.2% |
| 10Y | +429.9% | +1,043.8% | -613.9% | +373.1% |
| All | +8,539.3% | +718.8% | +7,820.5% | +8,193.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling