+1,501.0%
BA vs ZBRA
+9,227.6%
-7,726.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | +0.5% |
| 7D | +1.2% | +1.8% | -0.6% | +0.8% |
| 30D | -11.6% | -1.7% | -9.9% | -11.3% |
| 3M | -2.4% | +47.8% | -50.1% | -11.5% |
| 6M | -6.6% | +56.7% | -63.4% | -17.0% |
| YTD | -2.2% | +49.4% | -51.6% | -12.5% |
| 1Y | -8.0% | +16.5% | -24.6% | -13.3% |
| 3Y | -5.0% | +31.5% | -36.4% | -14.5% |
| 5Y | -2.7% | -38.6% | +35.9% | +1.2% |
| 10Y | +75.9% | +421.0% | -345.1% | +21.6% |
| All | +1,501.0% | +9,227.6% | -7,726.6% | +612.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling