+55.5%
ZM vs ZBRA
+52.1%
+3.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.8% | -2.0% | -3.9% |
| 7D | +1.6% | +2.6% | -0.9% | +0.8% |
| 30D | -7.7% | -6.4% | -1.4% | -5.7% |
| 3M | -4.7% | +51.3% | -55.9% | -18.1% |
| 6M | +24.4% | +60.5% | -36.1% | +4.1% |
| YTD | +11.8% | +45.2% | -33.4% | -3.6% |
| 1Y | +13.4% | +12.3% | +1.0% | +5.9% |
| 3Y | +33.8% | +37.5% | -3.7% | +11.4% |
| 5Y | -67.2% | -39.2% | -28.0% | -67.2% |
| All | +55.5% | +52.1% | +3.5% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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