-40.7%
ZBRA vs UUUU
+88.5%
-129.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.3% | +6.1% | +0.7% |
| 7D | -3.8% | -5.0% | +1.2% | -3.1% |
| 30D | -10.2% | -7.8% | -2.4% | -9.3% |
| 3M | +58.7% | -0.4% | +59.1% | +57.7% |
| 6M | +61.9% | -32.9% | +94.8% | +68.4% |
| YTD | +41.7% | -6.3% | +47.9% | +35.9% |
| 1Y | +12.4% | +7.9% | +4.4% | +1.1% |
| 3Y | +34.2% | +85.2% | -51.0% | -0.1% |
| All | -40.7% | +88.5% | -129.2% | -58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling