+16.5%
ZBRA vs QSR
+33.2%
-16.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +1.8% | +2.4% | -0.7% | +1.4% |
| 30D | -1.7% | +7.6% | -9.3% | -2.7% |
| 3M | +47.8% | +12.6% | +35.1% | +45.9% |
| 6M | +56.7% | +14.4% | +42.4% | +54.5% |
| YTD | +49.4% | +19.6% | +29.8% | +44.4% |
| 1Y | +16.5% | +33.9% | -17.3% | +10.2% |
| All | +16.5% | +33.2% | -16.7% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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