+1,127.7%
ZBRA vs STLA
+150.0%
+977.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +3.0% | +2.2% |
| 7D | +0.6% | -13.8% | +14.4% | +4.8% |
| 30D | -14.0% | -10.5% | -3.5% | -11.6% |
| 3M | -14.7% | -28.9% | +14.2% | -7.0% |
| 6M | +31.3% | -49.7% | +81.0% | +57.6% |
| YTD | +33.4% | -64.9% | +98.4% | +73.7% |
| 1Y | +34.1% | -64.0% | +98.2% | +73.2% |
| 3Y | +59.9% | -77.4% | +137.3% | +127.9% |
| 5Y | -45.3% | -74.4% | +29.2% | -25.6% |
| 10Y | +384.4% | -6.4% | +390.8% | +391.7% |
| All | +1,127.7% | +150.0% | +977.8% | +1,094.7% |
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