-39.6%
ZBRA vs SPXU
-86.1%
+46.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.3% | +0.6% |
| 7D | -3.4% | +2.5% | -5.9% | -2.1% |
| 30D | -7.4% | +4.2% | -11.6% | -5.2% |
| 3M | +57.5% | -9.3% | +66.8% | +52.2% |
| 6M | +64.0% | -30.7% | +94.7% | +40.7% |
| YTD | +44.3% | -28.1% | +72.4% | +27.3% |
| 1Y | +10.9% | -35.2% | +46.1% | -5.8% |
| 3Y | +37.5% | -79.9% | +117.5% | -23.1% |
| All | -39.6% | -86.1% | +46.5% | -63.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling