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-Q41,042.504.25%4.25%1,024.872.49%2.49%1,029.952.99%2.99%1035.713.57%3.57%
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2018-Q11,051.700.88%5.17%1,034.900.98%3.49%1,025.87-0.40%2.59%1038.140.23%3.81%
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2018-Q21,247.5818.62%24.76%1,193.8215.36%19.38%1,102.107.43%10.21%1125.458.41%12.54%
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2018-Q31,358.548.89%35.85%1,132.13-5.17%13.21%1,137.983.26%13.80%1174.724.38%17.47%
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2018-Q41,027.22-24.39%2.72%798.82-29.44%-20.12%904.55-20.51%-9.54%934.69-20.43%-6.53%
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2019-Q11,236.2020.34%23.62%922.6215.50%-7.74%1,032.7914.18%3.28%1039.0711.17%3.91%
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2019-Q2 (June 21)1,186.73-4.00%18.67%865.40-6.20%-13.46%1,039.420.64%3.94%1036.58-0.24%3.66%
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Year to Date15.53%8.33%14.91%10.90%
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ZIRRA LONG vs. Russell2000ZIRRA SHORT vs. Russell2000Companies in Basket (max)50
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Beta1.168551.15843Points1.0
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Covariance 0.013420.01330Market Cap0.0
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Correlation Coefficient 0.962170.94498Human Capital0.0
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Media1.0
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Company Activity
3.0
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Shareholder Transactions
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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 2019-Q2 (June 21) (based on rankings at end of 2019-Q1
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ZIRRA LONG2019-Q2 (June 21)10
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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 Care6
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Consumer Discretionary
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Information Technology
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Industrials2
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Real Estate1
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Financials6
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Materials1
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Energy3
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Consumer Staples
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Utilities1
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Communication4
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