+23.3%
BTDR vs ZBRA
-36.1%
+59.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.2% | -0.5% | -1.7% |
| 7D | +14.8% | -1.8% | +16.6% | +15.8% |
| 30D | +41.8% | -8.8% | +50.6% | +47.6% |
| 3M | -29.2% | +47.2% | -76.4% | -42.1% |
| 6M | +66.2% | +61.3% | +4.9% | +30.2% |
| YTD | +10.0% | +42.0% | -32.0% | -9.9% |
| 1Y | -11.0% | +10.5% | -21.4% | -18.0% |
| 3Y | +6.9% | +34.5% | -27.6% | -4.9% |
| 5Y | +24.7% | -40.3% | +65.0% | +12.0% |
| All | +23.3% | -36.1% | +59.4% | +10.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling