+423.9%
ZBRA vs INDA
+84.7%
+339.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.9% | +1.1% |
| 7D | -3.4% | -2.7% | -0.7% | -1.4% |
| 30D | -7.4% | -2.8% | -4.6% | -5.5% |
| 3M | +57.5% | +1.6% | +55.9% | +56.2% |
| 6M | +64.0% | -1.4% | +65.4% | +66.1% |
| YTD | +44.3% | -10.1% | +54.4% | +56.4% |
| 1Y | +10.9% | -8.8% | +19.6% | +18.7% |
| 3Y | +37.5% | +7.6% | +29.9% | +30.8% |
| 5Y | -39.7% | +5.8% | -45.4% | -41.6% |
| All | +423.9% | +84.7% | +339.2% | +254.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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