Zirra Equity Benchmark - Small Cap USA
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This document contains confidential information.
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ZIRRA INDICESBENCHMARKS
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ZIRRA LONGZIRRA SHORTRussell2000S&P600
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End ofInvestment ValueQuarterly Returns Combined Returns Investment ValueQuarterly Returns Combined Returns Investment ValueQuarterly Returns Combined Returns Investment Value [GBP]Quarterly Returns Combined Returns
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2017-Q31000.001000.001000.001000.00
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2017-Q41,055.475.55%5.55%990.94-0.91%-0.91%1,029.952.99%2.99%1035.713.57%3.57%
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2018-Q11,052.78-0.25%5.28%1,001.901.11%0.19%1,025.87-0.40%2.59%1038.140.23%3.81%
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2018-Q21,225.4116.40%22.54%1,107.8810.58%10.79%1,102.107.43%10.21%1125.458.41%12.54%
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2018-Q31,371.4711.92%37.15%1,080.65-2.46%8.07%1,137.983.26%13.80%1174.724.38%17.47%
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2018-Q41,034.42-24.58%3.44%829.50-23.24%-17.05%904.55-20.51%-9.54%934.69-20.43%-6.53%
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2019-Q11,219.5217.89%21.95%915.7810.40%-8.42%1,032.7914.18%3.28%1039.0711.17%3.91%
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2019-Q2 (June 28)1,133.52-7.05%13.35%824.72-9.94%-17.53%1,050.781.74%5.08%1054.501.49%5.45%
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Year to Date9.58%-0.58%16.17%12.82%
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ZIRRA LONG vs. Russell2000ZIRRA SHORT vs. Russell2000Companies in Basket (max)70
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Beta1.117500.86128Points1.0
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Covariance 0.012830.00989Market Cap0.0
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Correlation Coefficient 0.928180.91147Human Capital0.0
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Media3.0
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Company Activity
3.0
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Shareholder Transactions
0.0
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Overall Average0.0
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Idiosyncratic Risk
0.0
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ESG0.0
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Stock PriceADJ
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Adj Close (adjusted for both dividends and splits)
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Sector Breakdown for ZIRRA LONG in 2018-Q3 (based on rankings at end of 2018-Q2
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ZIRRA LONG2018-Q37
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View sector breakdowns for LONG & SHORT baskets at different quarters by changing the settings to the right of the graph.Health Care8
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Consumer Discretionary
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Information Technology
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Industrials7
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Real Estate1
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Financials9
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Materials1
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Energy3
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Consumer Staples
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Utilities0
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Communication10
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