-0.3%
BA vs ZBRA
+34.1%
-34.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | 0.0% |
| 7D | +2.5% | +2.6% | -0.1% | +1.8% |
| 30D | -10.1% | -6.4% | -3.7% | -8.6% |
| 3M | -2.4% | +51.3% | -53.7% | -13.8% |
| 6M | -8.8% | +60.5% | -69.3% | -21.6% |
| YTD | -2.9% | +45.2% | -48.1% | -14.6% |
| 1Y | -8.8% | +12.3% | -21.1% | -13.5% |
| 3Y | -0.3% | +37.5% | -37.8% | -16.7% |
| All | -0.3% | +34.1% | -34.3% | -16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling