+156.8%
BITO vs ZBRA
+35.9%
+120.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.5% |
| 7D | -3.4% | -3.4% | 0.0% | -2.6% |
| 30D | +21.4% | -7.4% | +28.8% | +23.8% |
| 3M | +20.5% | +57.5% | -37.0% | +4.5% |
| 6M | +7.4% | +64.0% | -56.6% | -9.0% |
| YTD | -13.9% | +44.3% | -58.2% | -24.2% |
| 1Y | -35.1% | +10.9% | -45.9% | -38.2% |
| 3Y | +156.8% | +37.5% | +119.3% | +154.3% |
| All | +156.8% | +35.9% | +120.9% | +154.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling