+18,961.3%
BBY vs ZBRA
+8,746.0%
+10,215.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +0.7% | -3.8% | +4.5% | +1.7% |
| 30D | +5.8% | -10.2% | +16.0% | +8.8% |
| 3M | +18.0% | +58.7% | -40.7% | +2.8% |
| 6M | +39.8% | +61.9% | -22.1% | +20.0% |
| YTD | +35.4% | +41.7% | -6.3% | +19.9% |
| 1Y | +21.4% | +12.4% | +9.0% | +14.1% |
| 3Y | +39.5% | +34.2% | +5.3% | +23.1% |
| 5Y | -0.5% | -40.8% | +40.3% | +6.0% |
| 10Y | +240.0% | +420.3% | -180.2% | +106.5% |
| All | +18,961.3% | +8,746.0% | +10,215.4% | +5,422.0% |
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 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