-39.2%
ZBRA vs RY
+140.3%
-179.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.1% | -2.1% |
| 7D | +2.6% | +2.7% | -0.1% | 0.0% |
| 30D | -6.4% | -1.0% | -5.4% | -5.6% |
| 3M | +51.3% | +7.6% | +43.6% | +40.0% |
| 6M | +60.5% | +29.5% | +31.0% | +24.3% |
| YTD | +45.2% | +24.2% | +21.0% | +16.8% |
| 1Y | +12.3% | +46.4% | -34.0% | -23.0% |
| 3Y | +37.5% | +159.4% | -121.9% | -47.5% |
| 5Y | -39.2% | +141.8% | -181.0% | -75.2% |
| All | -39.2% | +140.3% | -179.5% | -75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 5y: compounded portfolio wealth divided by compounded RY 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…
5y analysis · Full analysis span regression · 6 months rolling