+3,490.4%
BEN vs ZBRA
+8,965.3%
-5,474.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | +0.6% |
| 7D | +4.7% | +2.6% | +2.1% | +3.9% |
| 30D | +2.6% | -6.4% | +9.0% | +4.6% |
| 3M | +11.5% | +51.3% | -39.8% | -3.0% |
| 6M | +35.3% | +60.5% | -25.2% | +15.1% |
| YTD | +48.6% | +45.2% | +3.5% | +29.6% |
| 1Y | +46.7% | +12.3% | +34.3% | +37.3% |
| 3Y | +57.0% | +37.5% | +19.5% | +35.4% |
| 5Y | +41.8% | -39.2% | +81.0% | +51.8% |
| 10Y | +55.2% | +417.0% | -361.8% | -10.6% |
| All | +3,490.4% | +8,965.3% | -5,474.9% | +912.4% |
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 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