+8,402.7%
ZBRA vs MTB
+5,287.1%
+3,115.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.1% |
| 7D | -1.8% | +1.1% | -2.9% | -2.2% |
| 30D | -8.8% | -4.6% | -4.2% | -7.1% |
| 3M | +47.2% | +6.3% | +41.0% | +43.9% |
| 6M | +61.3% | +15.6% | +45.7% | +52.6% |
| YTD | +42.0% | +20.6% | +21.5% | +32.4% |
| 1Y | +10.5% | +22.5% | -12.1% | +2.4% |
| 3Y | +34.5% | +114.4% | -79.9% | +1.9% |
| 5Y | -40.3% | +101.9% | -142.2% | -54.7% |
| 10Y | +421.5% | +170.4% | +251.1% | +239.8% |
| All | +8,402.7% | +5,287.1% | +3,115.6% | +2,968.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling