+532.2%
BE vs ZBRA
-45.5%
+577.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.9% | -6.9% | -6.1% |
| 7D | +10.8% | +0.6% | +10.2% | +10.6% |
| 30D | -19.8% | -14.0% | -5.8% | -12.4% |
| 3M | -18.7% | -14.7% | -4.1% | -10.8% |
| 6M | -33.7% | +31.3% | -65.0% | -46.2% |
| YTD | +121.0% | +33.4% | +87.5% | +69.3% |
| 1Y | +85.4% | +34.1% | +51.3% | +41.9% |
| 3Y | +1,709.5% | +59.9% | +1,649.6% | +1,013.1% |
| All | +532.2% | -45.5% | +577.7% | +807.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling