+423.9%
ZBRA vs RUN
+42.2%
+381.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.7% | +2.0% |
| 7D | -3.4% | -3.7% | +0.3% | -2.8% |
| 30D | -7.4% | -13.0% | +5.6% | -5.4% |
| 3M | +57.5% | -31.8% | +89.3% | +66.8% |
| 6M | +64.0% | -32.2% | +96.2% | +72.3% |
| YTD | +44.3% | -53.5% | +97.8% | +58.1% |
| 1Y | +10.9% | -46.5% | +57.4% | +17.3% |
| 3Y | +37.5% | -37.6% | +75.1% | +16.1% |
| 5Y | -39.7% | -80.9% | +41.2% | -41.5% |
| All | +423.9% | +42.2% | +381.7% | +217.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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