+35.3%
ZBRA vs RVTY
+16.6%
+18.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.5% | +0.4% | -1.1% |
| 7D | -1.8% | -5.4% | +3.6% | +0.6% |
| 30D | -8.8% | +6.7% | -15.5% | -11.5% |
| 3M | +47.2% | +19.0% | +28.2% | +34.7% |
| 6M | +61.3% | +34.6% | +26.7% | +37.4% |
| YTD | +42.0% | +28.3% | +13.7% | +22.9% |
| 1Y | +10.5% | +46.0% | -35.6% | -10.8% |
| All | +35.3% | +16.6% | +18.8% | +20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling