+8,592.8%
ZBRA vs BBWI
+552.2%
+8,040.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -2.0% |
| 7D | +2.6% | +1.6% | +1.0% | +2.2% |
| 30D | -6.4% | -6.2% | -0.1% | -5.2% |
| 3M | +51.3% | +4.3% | +46.9% | +48.4% |
| 6M | +60.5% | -7.2% | +67.7% | +60.0% |
| YTD | +45.2% | -3.0% | +48.2% | +42.9% |
| 1Y | +12.3% | -30.8% | +43.1% | +18.7% |
| 3Y | +37.5% | -43.4% | +80.9% | +48.6% |
| 5Y | -39.2% | -66.7% | +27.5% | -27.7% |
| 10Y | +417.0% | -55.7% | +472.7% | +389.2% |
| All | +8,592.8% | +552.2% | +8,040.5% | +3,784.8% |
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