+55.3%
BE vs ZBRA
+25.3%
+30.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.9% | -7.3% | -6.6% |
| 7D | -12.1% | -13.6% | +1.4% | -9.1% |
| 30D | -30.1% | -11.5% | -18.6% | -28.0% |
| 3M | -12.1% | -9.9% | -2.3% | -10.0% |
| 6M | -30.6% | +48.6% | -79.2% | -37.5% |
| YTD | +130.6% | +36.9% | +93.7% | +89.7% |
| 1Y | +55.3% | +27.7% | +27.6% | +48.0% |
| All | +55.3% | +25.3% | +30.0% | +48.0% |
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