-20.3%
BROS vs ZBRA
+25.3%
-45.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.8% |
| 7D | +2.5% | -13.6% | +16.1% | +5.1% |
| 30D | +15.1% | -11.5% | +26.6% | +17.4% |
| 3M | -31.4% | -9.9% | -21.5% | -30.3% |
| 6M | -22.6% | +48.6% | -71.2% | -32.1% |
| YTD | -28.1% | +36.9% | -65.1% | -38.3% |
| 1Y | -20.3% | +27.7% | -48.0% | -27.2% |
| All | -20.3% | +25.3% | -45.6% | -27.2% |
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