+1,403.2%
ZBRA vs SPXU
-100.0%
+1,503.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -1.6% |
| 7D | -1.8% | +1.3% | -3.1% | -1.2% |
| 30D | -8.8% | +5.1% | -13.9% | -6.6% |
| 3M | +47.2% | -9.1% | +56.4% | +43.6% |
| 6M | +61.3% | -29.6% | +90.9% | +43.2% |
| YTD | +42.0% | -27.7% | +69.7% | +28.5% |
| 1Y | +10.5% | -37.0% | +47.4% | -4.4% |
| 3Y | +34.5% | -80.2% | +114.7% | -16.4% |
| 5Y | -40.3% | -86.0% | +45.7% | -59.8% |
| 10Y | +421.5% | -99.5% | +521.1% | +44.8% |
| All | +1,403.2% | -100.0% | +1,503.2% | +56.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling