+423.9%
ZBRA vs MDY
+177.2%
+246.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +0.9% |
| 7D | -3.4% | -1.9% | -1.6% | -1.2% |
| 30D | -7.4% | -4.6% | -2.8% | -1.9% |
| 3M | +57.5% | -1.2% | +58.7% | +60.7% |
| 6M | +64.0% | +9.2% | +54.8% | +48.7% |
| YTD | +44.3% | +13.1% | +31.2% | +25.8% |
| 1Y | +10.9% | +13.0% | -2.1% | -2.6% |
| 3Y | +37.5% | +49.2% | -11.7% | -9.2% |
| 5Y | -39.7% | +47.2% | -86.9% | -58.5% |
| All | +423.9% | +177.2% | +246.7% | +93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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