+27.5%
BAC vs ZBRA
+10.3%
+17.2%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | -0.3% | -3.8% | +3.5% | +0.2% |
| 30D | -1.8% | -10.2% | +8.4% | -0.5% |
| 3M | +15.3% | +58.7% | -43.4% | +6.5% |
| 6M | +30.2% | +61.9% | -31.7% | +18.5% |
| YTD | +15.6% | +41.7% | -26.1% | +7.6% |
| 1Y | +27.5% | +12.4% | +15.1% | +21.0% |
| All | +27.5% | +10.3% | +17.2% | +21.0% |
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