+40.6%
BP vs ZBRA
+14.4%
+26.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | +0.2% |
| 7D | +5.2% | -3.4% | +8.6% | +4.9% |
| 30D | +8.7% | -7.4% | +16.1% | +8.0% |
| 3M | +9.3% | +57.5% | -48.2% | +13.0% |
| 6M | +13.6% | +64.0% | -50.4% | +17.8% |
| YTD | +37.7% | +44.3% | -6.6% | +41.8% |
| 1Y | +40.6% | +10.9% | +29.8% | +48.0% |
| All | +40.6% | +14.4% | +26.2% | +48.0% |
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