+426.2%
BTSG vs ZBRA
+33.9%
+392.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.2% | -6.4% | -6.6% |
| 7D | -5.8% | -3.8% | -2.0% | -5.0% |
| 30D | 0.0% | -10.2% | +10.2% | +2.4% |
| 3M | -4.5% | +58.7% | -63.2% | -15.8% |
| 6M | +40.0% | +61.9% | -21.9% | +21.8% |
| YTD | +54.6% | +41.7% | +12.9% | +38.0% |
| 1Y | +106.1% | +12.4% | +93.8% | +95.7% |
| All | +426.2% | +33.9% | +392.3% | +408.8% |
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