+476.4%
BHP vs ZBRA
+435.2%
+41.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.1% | -0.8% |
| 7D | -3.6% | -3.4% | -0.2% | -2.7% |
| 30D | -1.2% | -7.4% | +6.2% | +0.9% |
| 3M | +1.2% | +57.5% | -56.3% | -12.4% |
| 6M | +21.4% | +64.0% | -42.6% | +3.4% |
| YTD | +50.4% | +44.3% | +6.1% | +31.7% |
| 1Y | +67.5% | +10.9% | +56.6% | +57.7% |
| 3Y | +72.8% | +37.5% | +35.3% | +45.5% |
| 5Y | +112.6% | -39.7% | +152.3% | +124.7% |
| All | +476.4% | +435.2% | +41.2% | +229.5% |
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