-29.9%
BITO vs ZBRA
+18.2%
-48.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -3.9% | -2.7% |
| 7D | +2.9% | +1.8% | +1.1% | +2.5% |
| 30D | +22.6% | -1.7% | +24.3% | +22.9% |
| 3M | +24.7% | +47.8% | -23.1% | +12.9% |
| 6M | +7.5% | +56.7% | -49.3% | -5.1% |
| YTD | -10.8% | +49.4% | -60.2% | -20.5% |
| 1Y | -29.9% | +16.5% | -46.4% | -32.5% |
| All | -29.9% | +18.2% | -48.1% | -32.5% |
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 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