+423.9%
ZBRA vs UUUU
+465.5%
-41.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.0% | +6.8% | +2.5% |
| 7D | -3.4% | -10.5% | +7.1% | -2.0% |
| 30D | -7.4% | -10.5% | +3.1% | -6.3% |
| 3M | +57.5% | -14.1% | +71.6% | +59.8% |
| 6M | +64.0% | -35.5% | +99.5% | +71.1% |
| YTD | +44.3% | -10.9% | +55.2% | +40.8% |
| 1Y | +10.9% | +3.4% | +7.5% | +2.9% |
| 3Y | +37.5% | +73.1% | -35.6% | +11.2% |
| 5Y | -39.7% | +87.1% | -126.8% | -53.9% |
| All | +423.9% | +465.5% | -41.6% | +201.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling