+10.9%
ZBRA vs USHY
+3.5%
+7.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.7% |
| 7D | -3.4% | -0.7% | -2.7% | -0.2% |
| 30D | -7.4% | -0.7% | -6.7% | -4.4% |
| 3M | +57.5% | +0.1% | +57.5% | +57.8% |
| 6M | +64.0% | +1.8% | +62.2% | +53.5% |
| YTD | +44.3% | +1.8% | +42.5% | +35.4% |
| 1Y | +10.9% | +3.3% | +7.6% | -5.3% |
| All | +10.9% | +3.5% | +7.4% | -5.3% |
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