+10.9%
ZBRA vs PFG
+49.5%
-38.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +1.4% |
| 7D | -3.4% | -0.4% | -3.0% | -3.2% |
| 30D | -7.4% | +2.9% | -10.3% | -8.6% |
| 3M | +57.5% | +6.7% | +50.8% | +52.0% |
| 6M | +64.0% | +33.8% | +30.2% | +38.6% |
| YTD | +44.3% | +35.0% | +9.3% | +22.6% |
| 1Y | +10.9% | +46.4% | -35.5% | -5.0% |
| All | +10.9% | +49.5% | -38.6% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling