-31.6%
ZS vs ZBRA
+25.3%
-56.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | -12.3% | -13.6% | +1.3% | -8.6% |
| 30D | +11.2% | -11.5% | +22.7% | +15.2% |
| 3M | +37.5% | -9.9% | +47.4% | +41.6% |
| 6M | +57.8% | +48.6% | +9.2% | +41.7% |
| YTD | -0.2% | +36.9% | -37.1% | -9.0% |
| 1Y | -31.6% | +27.7% | -59.3% | -36.6% |
| All | -31.6% | +25.3% | -56.9% | -36.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling