+14.9%
BTDR vs ZBRA
+35.9%
-21.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +1.9% | +2.5% |
| 7D | -3.4% | -3.4% | 0.0% | -1.1% |
| 30D | +32.6% | -7.4% | +40.0% | +39.9% |
| 3M | -32.2% | +57.5% | -89.8% | -54.5% |
| 6M | +52.4% | +64.0% | -11.6% | -1.8% |
| YTD | +6.7% | +44.3% | -37.6% | -26.0% |
| 1Y | -15.2% | +10.9% | -26.1% | -26.0% |
| 3Y | +14.9% | +37.5% | -22.6% | -16.6% |
| All | +14.9% | +35.9% | -21.0% | -16.6% |
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 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