+423.9%
ZBRA vs MTB
+173.8%
+250.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.7% |
| 7D | -3.4% | 0.0% | -3.4% | -3.4% |
| 30D | -7.4% | -4.8% | -2.6% | -5.2% |
| 3M | +57.5% | +6.0% | +51.6% | +53.2% |
| 6M | +64.0% | +19.6% | +44.4% | +50.3% |
| YTD | +44.3% | +21.5% | +22.8% | +31.5% |
| 1Y | +10.9% | +24.7% | -13.8% | -0.2% |
| 3Y | +37.5% | +108.6% | -71.1% | -1.6% |
| 5Y | -39.7% | +106.7% | -146.4% | -57.8% |
| All | +423.9% | +173.8% | +250.0% | +191.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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