+289.9%
BNY vs ZBRA
+35.9%
+254.0%
-17.6%
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% | -0.3% |
| 7D | -1.3% | -3.4% | +2.1% | -0.7% |
| 30D | -0.2% | -7.4% | +7.2% | +1.1% |
| 3M | +14.9% | +57.5% | -42.6% | +4.2% |
| 6M | +40.0% | +64.0% | -24.0% | +25.2% |
| YTD | +42.0% | +44.3% | -2.3% | +29.8% |
| 1Y | +56.9% | +10.9% | +46.0% | +51.6% |
| 3Y | +289.9% | +37.5% | +252.3% | +243.9% |
| All | +289.9% | +35.9% | +254.0% | +243.9% |
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