-4.7%
BN vs ZBRA
+25.3%
-30.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.2% | +5.8% |
| 7D | +12.0% | -13.6% | +25.6% | +16.3% |
| 30D | +17.0% | -11.5% | +28.5% | +20.7% |
| 3M | -3.2% | -9.9% | +6.6% | -0.8% |
| 6M | -3.9% | +48.6% | -52.4% | -18.4% |
| YTD | -5.6% | +36.9% | -42.5% | -17.6% |
| 1Y | -4.7% | +27.7% | -32.4% | -13.5% |
| All | -4.7% | +25.3% | -30.0% | -13.5% |
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