+27.7%
ZBRA vs BB
+88.0%
-60.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +7.0% | -6.1% | -0.3% |
| 7D | -13.6% | -6.8% | -6.8% | -12.6% |
| 30D | -11.5% | -3.5% | -8.0% | -11.3% |
| 3M | -9.9% | -1.2% | -8.6% | -10.3% |
| 6M | +48.6% | +57.0% | -8.4% | +30.9% |
| YTD | +36.9% | +131.1% | -94.2% | +6.3% |
| 1Y | +27.7% | +87.6% | -59.9% | +5.9% |
| All | +27.7% | +88.0% | -60.3% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling