-23.4%
BITO vs ZBRA
+25.3%
-48.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +2.7% |
| 7D | -1.9% | -13.6% | +11.7% | +0.5% |
| 30D | -6.7% | -11.5% | +4.8% | -4.8% |
| 3M | +23.1% | -9.9% | +32.9% | +25.1% |
| 6M | -2.0% | +48.6% | -50.6% | -11.8% |
| YTD | -11.4% | +36.9% | -48.3% | -19.2% |
| 1Y | -23.4% | +27.7% | -51.0% | -27.9% |
| All | -23.4% | +25.3% | -48.6% | -27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling