+27.7%
ZBRA vs STLA
-53.0%
+80.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.8% | -2.9% | +0.1% |
| 7D | -13.6% | -0.6% | -12.9% | -13.4% |
| 30D | -11.5% | +3.6% | -15.1% | -12.2% |
| 3M | -9.9% | -20.6% | +10.8% | -5.2% |
| 6M | +48.6% | -34.3% | +82.9% | +62.1% |
| YTD | +36.9% | -57.3% | +94.2% | +60.8% |
| 1Y | +27.7% | -52.6% | +80.3% | +40.8% |
| All | +27.7% | -53.0% | +80.7% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 1y: compounded portfolio wealth divided by compounded STLA 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…
1y analysis · Full analysis span regression · 6 months rolling