+59.9%
ZBRA vs BAH
-26.8%
+86.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | +0.6% | +1.7% | -1.1% | +0.3% |
| 30D | -14.0% | +20.8% | -34.8% | -17.1% |
| 3M | -14.7% | +11.6% | -26.2% | -16.6% |
| 6M | +31.3% | +23.1% | +8.2% | +25.5% |
| YTD | +33.4% | +5.3% | +28.2% | +30.5% |
| 1Y | +34.1% | +6.1% | +28.0% | +30.8% |
| 3Y | +59.9% | -27.5% | +87.4% | +64.9% |
| All | +59.9% | -26.8% | +86.7% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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