-10.6%
BA vs ZBRA
+25.3%
-35.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +2.0% |
| 7D | +5.9% | -13.6% | +19.5% | +8.1% |
| 30D | -8.2% | -11.5% | +3.3% | -6.6% |
| 3M | -25.4% | -9.9% | -15.5% | -24.3% |
| 6M | -20.0% | +48.6% | -68.6% | -25.6% |
| YTD | -18.5% | +36.9% | -55.4% | -24.4% |
| 1Y | -10.6% | +27.7% | -38.3% | -16.6% |
| All | -10.6% | +25.3% | -35.9% | -16.6% |
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