+37.7%
BEN vs ZBRA
-40.9%
+78.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | +0.3% | -3.8% | +4.1% | +1.9% |
| 30D | +0.9% | -10.2% | +11.1% | +5.2% |
| 3M | +9.2% | +58.7% | -49.5% | -12.2% |
| 6M | +36.8% | +61.9% | -25.1% | +8.0% |
| YTD | +44.4% | +41.7% | +2.7% | +19.8% |
| 1Y | +45.8% | +12.4% | +33.5% | +33.1% |
| 3Y | +52.5% | +34.2% | +18.3% | +20.3% |
| 5Y | +37.7% | -40.8% | +78.4% | +67.8% |
| All | +37.7% | -40.9% | +78.6% | +67.8% |
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 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