+68.8%
BN vs ZBRA
+33.8%
+35.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.1% |
| 7D | -3.0% | -1.8% | -1.2% | -2.3% |
| 30D | -13.0% | -8.8% | -4.2% | -10.0% |
| 3M | -15.2% | +47.2% | -62.5% | -29.0% |
| 6M | -5.9% | +61.3% | -67.2% | -24.9% |
| YTD | -15.8% | +42.0% | -57.8% | -29.2% |
| 1Y | -12.2% | +10.5% | -22.6% | -18.2% |
| All | +68.8% | +33.8% | +35.1% | +35.9% |
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 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