+20,093.8%
BN vs ZBRA
+9,227.6%
+10,866.2%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.7% | -0.6% |
| 7D | -2.5% | +1.8% | -4.2% | -2.8% |
| 30D | -9.5% | -1.7% | -7.8% | -9.2% |
| 3M | -10.4% | +47.8% | -58.2% | -18.5% |
| 6M | -6.4% | +56.7% | -63.1% | -16.1% |
| YTD | -11.9% | +49.4% | -61.3% | -20.3% |
| 1Y | -8.6% | +16.5% | -25.2% | -13.1% |
| 3Y | +77.6% | +31.5% | +46.1% | +63.0% |
| 5Y | +37.0% | -38.6% | +75.6% | +43.2% |
| 10Y | +266.4% | +421.0% | -154.6% | +161.9% |
| All | +20,093.8% | +9,227.6% | +10,866.2% | +10,310.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling