-98.2%
BZAI vs SPY
+81.1%
-179.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -0.4% | -10.1% | -10.3% |
| 7D | -14.8% | -0.6% | -14.2% | -14.4% |
| 30D | -39.1% | -3.7% | -35.4% | -37.6% |
| 3M | -82.6% | -2.7% | -79.9% | -82.3% |
| 6M | -90.4% | +2.2% | -92.6% | -90.4% |
| YTD | -90.8% | +10.8% | -101.7% | -91.1% |
| 1Y | -94.7% | +11.2% | -105.9% | -94.9% |
| 3Y | -98.3% | +76.5% | -174.8% | -98.4% |
| All | -98.2% | +81.1% | -179.3% | -98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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