+37.5%
ZBRA vs INDA
+7.9%
+29.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.9% | +1.0% |
| 7D | -3.4% | -2.7% | -0.7% | -0.9% |
| 30D | -7.4% | -2.8% | -4.6% | -5.0% |
| 3M | +57.5% | +1.6% | +55.9% | +56.2% |
| 6M | +64.0% | -1.4% | +65.4% | +66.5% |
| YTD | +44.3% | -10.1% | +54.4% | +58.6% |
| 1Y | +10.9% | -8.8% | +19.6% | +20.0% |
| 3Y | +37.5% | +7.6% | +29.9% | +17.1% |
| All | +37.5% | +7.9% | +29.7% | +17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling