+423.9%
ZBRA vs SIRI
-10.2%
+434.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.6% |
| 7D | -3.4% | +0.6% | -4.0% | -3.6% |
| 30D | -7.4% | +2.5% | -9.9% | -8.1% |
| 3M | +57.5% | +6.6% | +50.9% | +54.3% |
| 6M | +64.0% | +32.9% | +31.1% | +49.6% |
| YTD | +44.3% | +50.5% | -6.2% | +26.4% |
| 1Y | +10.9% | +28.0% | -17.1% | +1.6% |
| 3Y | +37.5% | -22.4% | +59.9% | +37.9% |
| 5Y | -39.7% | -41.3% | +1.6% | -37.8% |
| All | +423.9% | -10.2% | +434.1% | +314.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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