+5,775.4%
BTI vs ZBRA
+8,767.1%
-2,991.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -1.3% |
| 7D | -2.4% | -1.8% | -0.6% | -2.3% |
| 30D | -4.8% | -8.8% | +4.0% | -3.9% |
| 3M | -8.1% | +47.2% | -55.4% | -11.9% |
| 6M | -4.2% | +61.3% | -65.5% | -9.1% |
| YTD | -1.3% | +42.0% | -43.3% | -5.4% |
| 1Y | +2.1% | +10.5% | -8.3% | 0.0% |
| 3Y | +108.9% | +34.5% | +74.4% | +97.5% |
| 5Y | +114.5% | -40.3% | +154.8% | +116.3% |
| 10Y | +72.2% | +421.5% | -349.3% | +37.5% |
| All | +5,775.4% | +8,767.1% | -2,991.6% | +3,242.7% |
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