+423.9%
ZBRA vs QSR
+135.2%
+288.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.6% |
| 7D | -3.4% | -4.0% | +0.6% | -1.7% |
| 30D | -7.4% | +2.8% | -10.2% | -8.5% |
| 3M | +57.5% | +5.1% | +52.4% | +53.9% |
| 6M | +64.0% | +8.8% | +55.2% | +57.0% |
| YTD | +44.3% | +14.8% | +29.5% | +34.1% |
| 1Y | +10.9% | +25.7% | -14.9% | -1.4% |
| 3Y | +37.5% | +27.5% | +10.0% | +19.5% |
| 5Y | -39.7% | +41.3% | -80.9% | -50.4% |
| All | +423.9% | +135.2% | +288.7% | +248.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling