+433.9%
BTSG vs ZBRA
+36.3%
+397.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.4% | +1.0% |
| 7D | -3.3% | -3.4% | +0.1% | -2.5% |
| 30D | -1.6% | -7.4% | +5.8% | +0.1% |
| 3M | -6.9% | +57.5% | -64.4% | -17.7% |
| 6M | +42.1% | +64.0% | -21.9% | +23.3% |
| YTD | +56.8% | +44.3% | +12.5% | +39.4% |
| 1Y | +109.8% | +10.9% | +99.0% | +100.3% |
| All | +433.9% | +36.3% | +397.6% | +414.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling