+1,235.9%
ZBRA vs STLA
+252.7%
+983.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.2% | -1.9% |
| 7D | +2.6% | +0.7% | +1.8% | +2.3% |
| 30D | -6.4% | -2.4% | -4.0% | -6.0% |
| 3M | +51.3% | -23.9% | +75.1% | +62.8% |
| 6M | +60.5% | -24.6% | +85.1% | +72.2% |
| YTD | +45.2% | -50.5% | +95.7% | +72.7% |
| 1Y | +12.3% | -39.8% | +52.2% | +25.7% |
| 3Y | +37.5% | -65.6% | +103.1% | +75.1% |
| 5Y | -39.2% | -62.1% | +22.9% | -25.5% |
| 10Y | +417.0% | +47.8% | +369.2% | +370.9% |
| All | +1,235.9% | +252.7% | +983.2% | +1,087.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling