+7,889.0%
ZBRA vs BBWI
+638.2%
+7,250.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.5% | +1.6% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | -14.0% | +12.9% | -26.9% | -16.8% |
| 3M | -14.7% | +16.0% | -30.6% | -18.6% |
| 6M | +31.3% | +16.6% | +14.7% | +23.7% |
| YTD | +33.4% | +9.7% | +23.7% | +26.4% |
| 1Y | +34.1% | +1.5% | +32.6% | +27.8% |
| 3Y | +59.9% | -21.4% | +81.3% | +58.3% |
| 5Y | -45.3% | -67.6% | +22.3% | -35.0% |
| 10Y | +384.4% | -46.8% | +431.3% | +335.4% |
| All | +7,889.0% | +638.2% | +7,250.9% | +3,337.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 all: compounded portfolio wealth divided by compounded BBWI 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…
all analysis · Full analysis span regression · 6 months rolling