-39.6%
ZBRA vs PSLV
+154.2%
-193.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.6% | +1.8% |
| 7D | -3.4% | -3.5% | 0.0% | -3.0% |
| 30D | -7.4% | -2.1% | -5.3% | -7.2% |
| 3M | +57.5% | -1.6% | +59.2% | +57.5% |
| 6M | +64.0% | -25.5% | +89.5% | +68.9% |
| YTD | +44.3% | -11.4% | +55.7% | +38.5% |
| 1Y | +10.9% | +48.6% | -37.7% | -7.3% |
| 3Y | +37.5% | +166.9% | -129.4% | -3.4% |
| All | -39.6% | +154.2% | -193.8% | -60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 5y: compounded portfolio wealth divided by compounded PSLV 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…
5y analysis · Full analysis span regression · 6 months rolling