-31.8%
ZBRA vs LTH
+150.3%
-182.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -3.8% | -3.7% | 0.0% | -2.5% |
| 30D | -10.2% | -5.3% | -4.9% | -8.5% |
| 3M | +58.7% | +24.2% | +34.5% | +47.3% |
| 6M | +61.9% | +54.8% | +7.1% | +37.9% |
| YTD | +41.7% | +56.1% | -14.4% | +19.9% |
| 1Y | +12.4% | +45.5% | -33.2% | -2.7% |
| 3Y | +34.2% | +155.9% | -121.7% | -6.5% |
| All | -31.8% | +150.3% | -182.1% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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