+777.9%
ZBRA vs INDA
+109.8%
+668.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.7% |
| 7D | -1.8% | -2.6% | +0.8% | -0.2% |
| 30D | -8.8% | -2.9% | -5.9% | -7.1% |
| 3M | +47.2% | +2.4% | +44.9% | +45.6% |
| 6M | +61.3% | -2.6% | +63.9% | +64.4% |
| YTD | +42.0% | -10.0% | +52.0% | +51.9% |
| 1Y | +10.5% | -7.7% | +18.1% | +16.2% |
| 3Y | +34.5% | +8.9% | +25.6% | +28.4% |
| 5Y | -40.3% | +6.0% | -46.3% | -41.7% |
| 10Y | +421.5% | +84.4% | +337.1% | +273.4% |
| All | +777.9% | +109.8% | +668.1% | +495.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling