+911.5%
BE vs ZBRA
+151.8%
+759.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.5% | +5.9% | +6.5% |
| 7D | +20.0% | +1.8% | +18.2% | +18.8% |
| 30D | +7.9% | -1.7% | +9.6% | +8.7% |
| 3M | -13.2% | +47.8% | -61.0% | -32.9% |
| 6M | +53.5% | +56.7% | -3.3% | +13.2% |
| YTD | +191.0% | +49.4% | +141.6% | +113.6% |
| 1Y | +360.5% | +16.5% | +344.0% | +293.2% |
| 3Y | +1,568.0% | +31.5% | +1,536.6% | +1,171.5% |
| 5Y | +1,055.2% | -38.6% | +1,093.8% | +1,235.4% |
| All | +911.5% | +151.8% | +759.7% | +623.7% |
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