+8,592.8%
ZBRA vs RVTY
+1,822.6%
+6,770.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.4% | -2.0% |
| 7D | +2.6% | +0.4% | +2.2% | +2.5% |
| 30D | -6.4% | +10.8% | -17.2% | -9.5% |
| 3M | +51.3% | +26.8% | +24.5% | +39.1% |
| 6M | +60.5% | +39.3% | +21.2% | +42.3% |
| YTD | +45.2% | +31.6% | +13.6% | +30.7% |
| 1Y | +12.3% | +47.7% | -35.3% | -2.6% |
| 3Y | +37.5% | +19.9% | +17.6% | +26.0% |
| 5Y | -39.2% | -32.3% | -6.8% | -33.8% |
| 10Y | +417.0% | +138.4% | +278.6% | +291.7% |
| All | +8,592.8% | +1,822.6% | +6,770.1% | +3,411.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling