+385.0%
ZBRA vs RVTY
+211.6%
+173.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +2.8% |
| 7D | +0.6% | -0.5% | +1.1% | +0.8% |
| 30D | -14.0% | +1.5% | -15.6% | -15.4% |
| 3M | -14.7% | +31.5% | -46.1% | -27.7% |
| 6M | +31.3% | +62.7% | -31.4% | -2.6% |
| YTD | +33.4% | +60.0% | -26.5% | -1.9% |
| 1Y | +34.1% | +65.7% | -31.6% | -3.5% |
| 3Y | +59.9% | +85.2% | -25.3% | +4.7% |
| 5Y | -45.3% | -14.9% | -30.4% | -44.9% |
| All | +385.0% | +211.6% | +173.4% | +121.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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