+27.7%
ZBRA vs USHY
+1.9%
+25.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | -1.5% |
| 7D | -13.6% | -0.2% | -13.4% | -12.9% |
| 30D | -11.5% | +0.7% | -12.2% | -13.7% |
| 3M | -9.9% | -2.2% | -7.7% | -1.1% |
| 6M | +48.6% | -0.9% | +49.4% | +54.9% |
| YTD | +36.9% | +0.2% | +36.8% | +38.0% |
| 1Y | +27.7% | +1.7% | +26.0% | +12.7% |
| All | +27.7% | +1.9% | +25.8% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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