+56.9%
ZBRA vs LTH
+234.6%
-177.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.2% | +1.2% | -1.5% |
| 7D | -1.2% | -4.6% | +3.4% | +0.4% |
| 30D | -17.8% | +14.8% | -32.6% | -21.9% |
| 3M | -16.0% | +3.9% | -19.9% | -17.5% |
| 6M | +31.4% | +35.5% | -4.0% | +17.4% |
| YTD | +30.9% | +71.3% | -40.4% | +6.2% |
| 1Y | +24.3% | +75.7% | -51.4% | -0.1% |
| All | +56.9% | +234.6% | -177.7% | +7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling