-34.0%
BROS vs ZBRA
+14.4%
-48.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.8% | +0.7% |
| 7D | -5.8% | -3.4% | -2.3% | -5.1% |
| 30D | -14.0% | -7.4% | -6.6% | -12.7% |
| 3M | -32.5% | +57.5% | -90.0% | -40.3% |
| 6M | -14.9% | +64.0% | -78.9% | -27.1% |
| YTD | -28.3% | +44.3% | -72.6% | -37.2% |
| 1Y | -34.0% | +10.9% | -44.9% | -41.3% |
| All | -34.0% | +14.4% | -48.4% | -41.3% |
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