+1,003.0%
BE vs ZBRA
+143.2%
+859.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.8% | +4.8% | +5.6% |
| 7D | +9.0% | -3.4% | +12.5% | +11.1% |
| 30D | +16.3% | -7.4% | +23.7% | +21.2% |
| 3M | +10.8% | +57.5% | -46.7% | -18.0% |
| 6M | +73.2% | +64.0% | +9.2% | +23.8% |
| YTD | +217.4% | +44.3% | +173.1% | +137.3% |
| 1Y | +309.8% | +10.9% | +298.9% | +260.1% |
| 3Y | +1,726.2% | +37.5% | +1,688.6% | +1,248.9% |
| 5Y | +1,306.2% | -39.7% | +1,345.8% | +1,540.8% |
| All | +1,003.0% | +143.2% | +859.8% | +703.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling