+5,246.8%
BHP vs ZBRA
+8,965.3%
-3,718.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.8% | +4.5% | +2.4% |
| 7D | +1.3% | +2.6% | -1.3% | +0.7% |
| 30D | +4.0% | -6.4% | +10.3% | +5.4% |
| 3M | +12.3% | +51.3% | -39.0% | +1.3% |
| 6M | +30.8% | +60.5% | -29.7% | +16.1% |
| YTD | +58.8% | +45.2% | +13.6% | +43.2% |
| 1Y | +76.8% | +12.3% | +64.5% | +68.2% |
| 3Y | +87.5% | +37.5% | +49.9% | +65.8% |
| 5Y | +123.9% | -39.2% | +163.1% | +130.6% |
| 10Y | +504.4% | +417.0% | +87.4% | +281.2% |
| All | +5,246.8% | +8,965.3% | -3,718.5% | +2,255.4% |
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