+4,151.3%
ZBRA vs SIRI
-18.6%
+4,170.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.1% |
| 7D | -1.8% | -3.9% | +2.1% | -1.5% |
| 30D | -8.8% | -0.8% | -8.0% | -8.8% |
| 3M | +47.2% | +4.3% | +42.9% | +46.7% |
| 6M | +61.3% | +34.1% | +27.2% | +57.6% |
| YTD | +42.0% | +47.3% | -5.3% | +37.8% |
| 1Y | +10.5% | +22.9% | -12.5% | +8.5% |
| 3Y | +34.5% | -24.6% | +59.1% | +35.2% |
| 5Y | -40.3% | -43.2% | +2.9% | -39.4% |
| 10Y | +421.5% | -12.3% | +433.8% | +416.3% |
| All | +4,151.3% | -18.6% | +4,170.0% | +3,770.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling