+423.9%
ZBRA vs SPXU
-99.6%
+523.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.3% | +0.7% |
| 7D | -3.4% | +2.5% | -5.9% | -2.2% |
| 30D | -7.4% | +4.2% | -11.6% | -5.4% |
| 3M | +57.5% | -9.3% | +66.8% | +52.8% |
| 6M | +64.0% | -30.7% | +94.7% | +43.1% |
| YTD | +44.3% | -28.1% | +72.4% | +29.2% |
| 1Y | +10.9% | -35.2% | +46.1% | -4.0% |
| 3Y | +37.5% | -79.9% | +117.5% | -17.4% |
| 5Y | -39.7% | -86.4% | +46.7% | -61.4% |
| All | +423.9% | -99.6% | +523.4% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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