+3,348.3%
ZBRA vs MDY
+2,615.3%
+733.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -1.2% |
| 7D | -1.8% | -0.8% | -1.0% | -1.0% |
| 30D | -8.8% | -3.9% | -4.9% | -5.2% |
| 3M | +47.2% | 0.0% | +47.3% | +48.2% |
| 6M | +61.3% | +8.5% | +52.8% | +50.0% |
| YTD | +42.0% | +13.2% | +28.8% | +26.9% |
| 1Y | +10.5% | +15.0% | -4.6% | -2.1% |
| 3Y | +34.5% | +49.6% | -15.1% | -3.9% |
| 5Y | -40.3% | +46.0% | -86.3% | -55.1% |
| 10Y | +421.5% | +176.4% | +245.2% | +125.9% |
| All | +3,348.3% | +2,615.3% | +733.0% | +85.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling